Randy Marvin Spiro’s Guides

Randy Marvin Spiro

Beverly Hills Estate Planning Attorney.

Contributor Level 9
  1. Factors in determining whether or not the estate plan is likely to be attacked

    Written by attorney Randy Spiro, about 5 years ago.

    Determine whether plan was created or amended when creator's ability to understand it is in question If the creator of the will, trust or amendment, at the time the document was signed, had any menta

    2 people found this Legal Guide helpful

  2. Factors that the surviving spouse should review in determining whether or not to disclaim

    Written by attorney Randy Spiro, about 5 years ago.

    Determine whether trust was A/B Trust or Disclaimer Trust In an A/B Trust, the amount that the first spouse to die could pass on without being subject to estate taxes is typically allocated to an irr

    6 people found this Legal Guide helpful

  3. Steps in excluding insurance from estate taxes when held in irrevocable trust.

    Written by attorney Randy Spiro, about 5 years ago.

    Make sure insured did not retain rights in the trust that would cause it to be included in his estate The simplest form of irrevocable trust is one where the ultimate beneficiaries, in many cases t

    2 people found this Legal Guide helpful

  4. Evaluating whether it is necessary to file a federal estate tax return.

    Written by attorney Randy Spiro, about 5 years ago.

    Determine federal estate tax exemption The federal estate tax exemption is the amount a person can die with in a given year without having to pay federal estate tax. Determine prior taxable gifts Gif

    1 person found this Legal Guide helpful

  5. Considerations for Durable Power of Attorney for Health Care

    Written by attorney Randy Spiro, over 5 years ago.

    Determine whether power waives principal's privacy rights under HIPPA. HIPPA is a federal law pertaining to health care privacy rights. To comply with this law, a health power can waive the principal

    3 people found this Legal Guide helpful

  6. Determining whether or not to give a power of attorney for financial matters.

    Written by attorney Randy Spiro, over 5 years ago.

    Do you trust your agent? Since a power of attorney for financial matters is arguably a license to steal, does the principal (the person who gives the power) trust the agent (the person who receives t

    1 person found this Legal Guide helpful

  7. When the Owner of an IRA Dies

    Written by attorney Randy Spiro, over 5 years ago.

    Obtain copy of beneficiary designation form. The person who established the IRA had the right to designate a primary beneficiary and a contingent beneficiary. Before options can be addressed, a copy

    1 person found this Legal Guide helpful

  8. Determining what kind of trust a married couple has.

    Written by attorney Randy Spiro, over 5 years ago.

    Check section of the trust pertaining to death of first spouse. There is a section (or sections) of the trust that spells out what happens to the trust when one spouse dies. You should thoroughly rea

    1 person found this Legal Guide helpful

  9. Determining Whether Real Estate Has Been Removed From a Trust During a Refinance

    Written by attorney Randy Spiro, over 5 years ago.

    Check name of borrower on new deed of trust. When you get a new loan, there will be a new deed of trust securing it. That deed of trust will list the name of the borrower. If it shows your name indiv

    2 people found this Legal Guide helpful

  10. Changing a Beneficiary

    Written by attorney Randy Spiro, over 5 years ago.

    Request copy of old beneficiary form and a blank beneficiary form. Call the bank, broker, employer or insurance company and ask them to send you a copy of the beneficiary designation form they have o

    1 person found this Legal Guide helpful