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Shannon G Thatcher

Shannon Thatcher’s Legal Guides

4 total

  • Are proceeds from a wrongful death lawsuit includible in a decedent’s gross estate for estate tax purposes?

    Are proceeds from a wrongful death lawsuit includible in a decedents gross estate for estate tax purposes? Answer: The IRS position is that amounts received pursuant to a wrongful death claim are not includible in a decedents gross estate, unless such proceeds represent damage...

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  • Unsolicited Marketing Laws

    There are no general prohibitions against sending unsolicited advertisements or catalogs through the U.S. Mail.Similarly, you may send unsolicited e-mail; however, e-mail must adhere to certain federal requirements, detailed below.Faxes are a different story; you may not send un...

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  • Ohio Transfer on Death Affidavits

    In Ohio, Transfer of Death (TOD) Deeds have been replaced with TOD affidavits. To designate an individual as the beneficiary of a Transfer on Death of real property, an affidavit must be executed and filed in the office of the county recorder in the county where the real propert...

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  • Life Insurance and Federal Tax Debt

    Question: Can the Internal Revenue Service attach life insurance proceeds payable to a specified beneficiary to satisfy a decedents tax debt? Case Example: When Decedent died, she had an outstanding federal tax debt of approximately $90,000. There is not enough money in Deceden...

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