Los Angeles, CA
Tax Lawyer at Los Angeles, CA
Practice Areas: Tax, Estate Planning
How large is the trust estate? If the gross estate (meaning the fair market value of the assets, not reduced by debt) is $2,000,000 or more and...
The first question is the size of the estate. If the total estate is $100,000, then you will have great difficulty getting a competent probate...
If your estate is that small then you should contact the local Bar Association. They will direct you to a lawyer who answers questions like this...
First, your brother can loan you $150,000 if he wishes to do so. A loan is not a gift. So it is not subject to a "legal gift limit." Presumably...
First, you need to get a referral from a friend, business colleague or from your CPA of a competent probate attorney or estate planning attorney. ...
You write that you "have the confirmation letter and a copy of the beneficiary," but we cannot tell what that means. Do you have a copy of the...
To answer any legal question we must first know (i) all of your facts, both personal and business; and then (ii) all of your goals and objectives,...
First, figure out your goal. Is your goal to make the largest possible contribution for your retirement? If so, get rid of the SEP-IRA. Get a...
You need a certified public accountant. Tax lawyers do tax planning; the good ones do not help people fill out 1040s. Tax preparers (those who...
Generally investment losses can only offset investment income. However, there is a special rule for a disposition: if, during the taxable...
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