Cardiff By The Sea, CA
Litigation Lawyer at Cardiff By The Sea, CA
Practice Areas: Litigation, Probate ... +2 more
OUTCOME: Won petition for probate for decedent's sister
In a contested petition for probate, the decedent's long-time partner, with whom the decedent owned several properties, claimed putative spouse status. We represented the decedent's sister and won agai ... nst the claim, protecting the family's interest in the decedent's estate and securing the sister's appointment as administrator of the estate.
OUTCOME: Stopped all collection activity, achieving Currently Not Collectible (CNC) status
This client owed the IRS back taxes from 2005 to present, totaling almost $130,000. By the time I was retained, a revenue officer was assigned and aggressive collection activity was underway. I was ... able to obtain Currently Not Collectible (CNC) status for the entire amount owed, ceasing all collection activity and resulting in my client making no payments to the IRS.
OUTCOME: Amended return, eliminated penalties, obtained additional refunds from IRS and FTB
Client was being audited for excessive deductions in prior tax years. I found errors in their original return, filed an amended return with the IRS and California FTB, and actually obtained more than $ ... 5,000 in additional refunds for my client.
OUTCOME: Stopped all IRS collection activity, prevented lien, achieved Currently Not Collectible status for client.
Client owed tens of thousands of dollars in back taxes to the IRS, and was faced with fierce collection actions. I was able to present to the IRS that collection actions would be a severe hardship on t ... his mother, and she is now not being pursued for payment.