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Estate-tax savings

Case Conclusion Date: 01.06.2006

Practice Area: Estate planning

Outcome: Estate-tax savings case vs. IRS

Description: Successfully secured marital deduction, against estate taxes, for unmarried survivor of common law marriage where status of common law marriage was not established until after death of unmarried partner. The IRS rejected the claim of a marital deduction where there was no solemnized marriage and where man and woman had filed unmarried income tax returns. Succeeded in convincing IRS to reverse its finding of no marital deduction. This resulted in substantial estate-tax savings for the survivor.

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