San Francisco, CA
Estate planning Lawyer at San Francisco, CA
Practice Areas: Estate Planning, Probate ... +2 more
OUTCOME: Settled
The estate was assessed with $3.8 million in estate and gift tax deficiencies and penalties. Authored a motion for summary judgment that successfully forced the IRS to voluntarily withdraw a gift tax ... deficiency assessment.
OUTCOME: Petition Granted
Decedent passed away shortly after his father's death. Decedent estate included a large inheritance from his father, which was yet to be distributed to and/or enjoyed by the decedent. Used a little k ... nown probate waiver procedure to successfully remove a large inheritance from decedent's estate. Thereby, avoiding a full probate, and saving decedent's heirs from numerous expenses and attorney's fees.
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