Legal advice on Estate tax

Asked in Roseville, CA | Sep 18, 2023

Can I ignore an estate probate letter?

I was named as one of several heirs and someone is requesting independent administrator of estate which would mean I need to sign an entry of appearance, waiver of notice, and consent to appointment. I'd prefer to not talk to any of my family at all and frankly would like to ignore the letter if possible since I'd need to get in touch with a notary public. The deceased family member lived and passed in Illinois while I live in California.

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Written by attorney Barry David Horowitz | Aug 6, 2023

Written by attorney Barry David Horowitz

Significant Estate and Gift Tax Reduction Is Looming

Unified Federal Estate and Gift Tax Before we take a look at the pending changes, we will provide some general information about federal transfer taxe

Asked in Loma Linda, CA | Jul 27, 2023

My cousin in CA is getting a cash settlement from a sister in AZ to avoid going to court? Does he have to pay taxes on it?

She sold her house which she is the only one on the deed, but he made payments and contributed to the household. I am his POA and he has dementia. $70,000

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Asked in Corvallis, OR | Jul 10, 2023

An Affidavit of Death of Trustee states that there is no estates tax as the result of the death of the decedent. Is this true?

The affidavit of Death of Trustee form downloaded from the Sacramento Public Law Library has the paragraph ""5 There is no federal estate tax as the result of the death of the decedent mentioned in Paragraph 1, above". I think this in not true if the successor trustee is not a spouse of the decedent. Am I misunderstanding something?

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Asked in Flower Mound, TX | Jun 30, 2023

Can a revocable trust from CT be transferred to TX?

My mother left me a revocable trust originally from the State of CT. The estate attorney that handled it has decided to retire. I need to know details as to whether it is transferable to Texas. He tells me an estate attorney and an associated CPA needs to be aware and follow the tax code and rules from the state the trust originated from. What can you tell me about this?

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Written by attorney Barry David Horowitz | Jun 28, 2023

Written by attorney Barry David Horowitz

Can You Give Gifts to Avoid Estate Taxes?

Can You Give Gifts to Avoid Estate Taxes? There is an exclusion that can be used to transfer a certain amount before the estate tax can be levied on t

Written by attorney Larry Vance Parman | Jun 21, 2023

Written by attorney Larry Vance Parman

2022 GIFT AND ESTATE TAX EXCLUSION UPDATES

2022 GIFT AND ESTATE TAX EXCLUSION UPDATES Most people do not have to worry about paying federal estate tax. The federal exclusion allows gives you to

Written by attorney Barry David Horowitz | Jun 21, 2023

Written by attorney Barry David Horowitz

Significant Estate and Gift Tax Reduction Is Looming

Unified Federal Estate and Gift Tax Before we take a look at the pending changes, we will provide some general information about federal transfer taxe

Asked in Los Angeles, CA | Jun 6, 2023

Trust disbursement liability?

I am in California and I am the Executor of my father’s trust and it is time to distribute the money in the trust account. Two of my brothers who live out of state, have requested I mail them a check to their home addresses. The other brother wants the check sent to his work address. If something were to go wrong, who is liable for the money? The attorney who created the trust documents recommends sending the checks via USPS signature required. That does not seem very secure to me. Please advise as to best way to distribute funds. Thank you!

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Written by attorney Thomas Frederick Asbury | May 26, 2023

Written by attorney Thomas Frederick Asbury

What are the benefits of establishing a revocable living trust?

Probate Avoidance Assets held in the trust can pass directly to beneficiaries without going through probate, saving time and costs. Privacy Unlike a w

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