Decedent Anonymous v. IRS

Robert P. Morrison

Case Conclusion Date: September 1, 1998

Practice Area: Estate Planning

Outcome: We reduced the estate tax by several hundred thousand dollars.

Description: We filed an estate tax return with the IRS that deducted a substantial portion of the decedent's estate based on the argument that the decedent had a domestic partner and the domestic partner owned an interest in several assets. The IRS did not challenge our estate tax return.