Jeb Umphred Burton’s Answers

Jeb Umphred Burton

Sacramento Estate Planning Attorney.

Contributor Level 4
  1. "Is a documentary film legally considered an art form?"

    Answered over 2 years ago.

    1. Pamela Koslyn
    2. Jeb Umphred Burton
    3. Bruce E. Burdick
    4. Philip Leon Marcus
    4 lawyer answers

    While I agree with everything said to this point, and I certainly agree with your Son's need for legal/tax counsel ( based on his statement)... I am not sure if we addressed an unasked, underlying question. If the board of the non profit (assumably your son runs said board) decides that documentary films our outside of the scope of their charter documents, they are probably under no obligation to support the project. Further if they have recieved donations from supporters and then engage in...

    3 lawyers agreed with this answer

    1 person marked this answer as helpful

  2. This has to do with the Heloc loan question and trust being clarified

    Answered over 5 years ago.

    1. Jeb Umphred Burton
    1 lawyer answer

    Since you were not a party to the loan, and had no knowledge of it... your liability would only be limited to the extent of your interest in your parent’s estate. Meaning, that the lender could not go after your personal assets directly, unless you received some type of inheritance from the estate itself. Most likely this loan, if done on a personal residence, falls under the "one action rule" in California, meaning that if this is a primary loan on your parents residence, then unless the...

    1 person marked this answer as helpful

  3. What can i do about not recieving my dependent deduction and how far back can i go ?

    Answered about 3 years ago.

    1. Jeb Umphred Burton
    2. Brian Coleman Kelly
    2 lawyer answers

    Mr. Kelly's answer is correct, I would add, however, that you would need to file amended tax returns, requesting the credit. Frankly, you need to speak to a CPA.

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