IRS Seeking Gift Taxes From Billionaire 42 Years After The Transfer
File gift tax returns when necessary. IRS is seeking interest and penalties from billionaire owner of Viacom–Redstone 42 years after an alledged gift.
Articles about Trustee Duties
Important things to keep in mind as a successor-trustee
Jim Roberts has significant experience in estate planning, tax planning, estate administration and elder law. Jims extensive knowledge allows him to properly g
Implementing Credit Shelter Trusts Today: Why a Trustee Must Choose Carefully
Today, trustees administering trusts designed to minimize estate taxes may have more choices to make. These choices can have substantial tax consequences.
Implementing an Orange County Estate: Testamentary vs. Living Trusts
Implementing an estate plan that has a living trust and a testamentary trust may be confusing. View here for more from an Orange County trust attorney.
Four Issues Trustees Should Consider as They Fund Sub-Trusts
When the creator of a trust dies, the successor trustee may need to fund sub-trusts. It is important to address important considerations relating to funding.
What to Expect From a Corporate Trustee on Administering a CA Trust
When implementing a trust, a corporate trustee may be involved. View here for an overview of what to expect from the trustee by an Anaheim trust attorney.