Rebecca Romero-Vigil’s Answers

Rebecca Romero-Vigil

Napa Estate Planning Attorney.

Contributor Level 7
  1. Filing Ch13, my husband is illegal working under another name, we're legalizing him. Should I report his income in ch13?

    Answered 4 months ago.

    1. Rebecca Romero-Vigil
    2. David Eli Larson
    3. Diane L Drain
    4. Richard D. Granvold
    5. John P Corrigan
    5 lawyer answers

    Hire to a lawyer where your husband has confidentiality on this matter. Do not discuss on this board.

    9 lawyers agreed with this answer

  2. Best way to gift $250,000, with spending restrictions, to each of 4 infant grandchildren, in an irrevocable manner, immediately.

    Answered 3 months ago.

    1. Rebecca Romero-Vigil
    2. Matthew Murillo
    3. Kristen Alicia Louis
    3 lawyer answers

    Engage the services of an estate planning attorney who can draft the irrevocable trust with the terms you request.

    4 lawyers agreed with this answer

  3. Franchise Tax for pass-through entities. What happens to it's owner?

    Answered 4 months ago.

    1. Rebecca Romero-Vigil
    2. Anita Louise Steburg
    2 lawyer answers

    Every LLC must pay $800 each year for the privilege/right to conduct business in California whether or not you conduct business until you dissolve the LLC. Some say that the FTB will not look to the individual for the fee, but if you try to start another LLC your past LLC will prevent this. Also, you cannot dissolve the entity until you bring the LLC current.

    4 lawyers agreed with this answer

  4. My sister stole a lot of money from my mom during her illness. I have the bank statements/proof.

    Answered 3 months ago.

    1. Rebecca Romero-Vigil
    2. Gerard William O'Brien
    3. Patricia Ambrose Mayer
    3 lawyer answers

    You should engage the services of a trust attorney. Depending on the facts, you can petition the court to have her removed and have yourself put in that position.

    3 lawyers agreed with this answer

  5. I didn't file my 2009 tax returns in 2010. How much trouble am I in?

    Answered 4 months ago.

    1. Rebecca Romero-Vigil
    2. Alan James Brinkmeier
    3. John P Corrigan
    3 lawyer answers

    First, if you had a refund coming to you, the time has passed and you have list it. But you should still file your return especially if you owe tax because penalties and interest continue to accrue. The statute of limitations has not begun to run when the IRS has to audit your return because you have not filed yet. If you owe a lot of money you may be able to set up a payment plan. If you have been receiving IRS notices, do not avoid them. Most times the IRS will work with you. If you...

    3 lawyers agreed with this answer

  6. Trustee will not disclose Trust tax returns. Should I hire a Tax Attorney or CPA to obtain returns from the IRS?

    Answered about 2 months ago.

    1. G. Eric Lambdin
    2. Dana Whitney Atchley
    3. Lawrence James Gregory
    4. Rebecca Romero-Vigil
    4 lawyer answers

    As a beneficiary, you can file with the court a Petition for Instructions. You should hire legal counsel to draft and file the petition. Basically, you set out your rights to receive the trust tax return and ask the court to order the trustee to provide you with a copy of the trust tax return. As the others have mentioned, the IRS will not speak to you. The taxpayer is the trustee of the irrevocable trust not the beneficiary.

    1 lawyer agreed with this answer

  7. My wife and her sister just sold their mothers house. the house was put in both their names many years ago.

    Answered 4 months ago.

    1. Brian Jeffrey Goossen
    2. Rebecca Romero-Vigil
    3. Shelley Ann Elder
    3 lawyer answers

    Your capital gains would be dependent upon whether you purchased the property or it was gifted to you. Assuming it was gifted to you, the capital gains would be based on the difference between the sales price and your mothers cost basis.

    2 lawyers agreed with this answer

  8. Capital Gain Tax Liability

    Answered over 4 years ago.

    1. Rebecca Romero-Vigil
    2. Steven J. Fromm
    3 lawyer answers

    Steve gave a very good and detailed answer. One more thing to add, make sure you have drafted your revocable trust with your intentions that your heirs receive the house. Otherwise, your estate will have to go through probate and that will require attorneys (and their fees). Visit my website to see what is typically included in a trust package. This communication does not create an attorney-client relationship. IRS CIRCULAR 230 DISCLOSURE: TO ENSURE COMPLIANCE WITH REQUIREMENTS IMPOSED...

  9. Capital Gain Tax Liability

    Answered over 4 years ago.

    1. Rebecca Romero-Vigil
    2. Steven J. Fromm
    3 lawyer answers

    Steve gave a very good and detailed answer. One more thing to add, make sure you have drafted your revocable trust with your intentions that your heirs receive the house. Otherwise, your estate will have to go through probate and that will require attorneys (and their fees). Visit my website to see what is typically included in a trust package.

  10. Tax Lawyer

    Answered over 4 years ago.

    1. Jeffrey Barry
    2. Rebecca Romero-Vigil
    3. Bruce Givner
    3 lawyer answers

    Everything Barry says is true. Sometimes you can save yourself money by contacting the IRS directly if your matter is simple like you just want to enter into an installment agreement. However, if it for taxes that you dispute or for a tax levy or lien, you should get counsel.

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