How to claim mortgage interest on taxes that cross multiple years?

As attorney Givner explained, as a cash basis taxpayer, mortgage interest on your home is deductible in the year that you pay it, not when it...

Can the trustee of a third party special needs trust give a monetary gift from himself to the trust?

Usually additional gifts can be made to a trust with the acceptance of the trustee. You will need to review the trust terms to determine what the...

Can I amend a probate petition for a breach of trust against the trustee?

Can you do it is not the only question you should be asking. Are you needing to file a "supplement" to add information not contained in the...

Can a 60yr old trustee of a living trust in CA have rights to be trustee if had a felony in another state when he was only 18yrs

The existence of a felony conviction does not by itself disqualify a person from acting as a trustee of a living trust. The conviction, the nature...

Should beneficiaries an heirs get a copy of a Living Trust?

More information is needed to answer your questions. I recommend that you consult with an experienced trust attorney in your area. Probate...

Trust question

Assets in an irrevocable trust get a step-up in basis when the surviving spouse dies if the assets are included in the surviving spouse's estate...

Does a beneficiary of an irrevocable trust have to request an accounting or is it to be sent automatically by the trustee and is

I recommend that you review this matter with an experienced attorney in your area to determine what rights you may have in regard to the trust and...

How is this possible? A employer who is a party to a divorce claims he does not file income taxes but he pays W-2 employees and

More information is needed to answer your questions fully. It is possible that he isn't filing, but that doesn't mean he shouldn't be filing a...

The gift tax issue should not be a problem with California having no gift tax and only very large gifts being subject to gift tax under the federal...

Much more information would be needed before advising you to sue anyone. How do you know it was done wrong? Taxing authorities' notices that a...