Archived
IS IT TOO LATE TO FUND A ACCOUNT INTO A TRUST IF ONE GRANTOR PASSED AND HIS NAME ON THAT ACCOUNT ONLY? CAN POUR OVER WILL DO
Dallas's answer
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Answered on January 25, 2017
Sorry to hear of your loss. There are a number of tools that a qualified trust administration attorney can help you utilize to collect assets...
Archived
How to retive money from commerce bank
Dallas's answer
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Answered on January 25, 2017
Mr. Lambert, it appears that they are potentially several issues here. One, you appear to have an issue with changing your designated payee on your...
Archived
How can I avoid being sued in a marketing contract?
Dallas's answer
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Answered on January 25, 2017
Generally, there are several protective clauses that will go into an agreement for a creative type business. For instance, if the customer provides...
Archived
I am
Planning to buy life insurance for my self with cash value
Dallas's answer
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Answered on July 14, 2016
The cash value can be a countable asset that could result in loss of eligibility for Medi-Cal. Generally, the limit of the cash/surrender value is...
Archived
Do I need to report a monetary gift from my parents to the IRS?
Dallas's answer
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Answered on February 03, 2016
Gifts are generally excludible from income, as are loan proceeds. However, if your parents made a gift that exceeded their annual (currently...
Archived
What constitutes "delivery" of an Option Exercise Notice?
Dallas's answer
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Answered on February 02, 2016
The ISO plan will typically have the notice requirement.
Archived
1031 exchange rule, does it apply for renting only portion of home?
Dallas's answer
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Answered on February 02, 2016
IRC Section 1031 does not apply to personal property (It applies to: "property held for productive use in a trade or business or for investment if...
Archived
Is it illegal to right my name on top of my business name on a check?
Dallas's answer
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Answered on February 01, 2016
It sounds like someone paid you with a check payable to "Doe and Sons LLC" and that you modified their check and wrote your personal name, correct?...
Archived
How do I sue the mother and grandmother of my child for financial and tax fraud?
Dallas's answer
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Answered on January 31, 2016
When addressing the IRS on an issue like this, you can complete reporting forms, but you should have backup documentation for your position....
Archived
Claiming child as a dependent for tax purposes: court ordered every other year however I have my child the majority of the time
Dallas's answer
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Answered on January 31, 2016
While you may have all the facts to support claiming your daughter, if your Marriage Settlement Agreement or court order provides otherwise, you...
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