It can be necessary to have both a probate and trust administration for the same estate in California. Contact us if you are unsure about what to do.
Articles about Estate Tax
When it comes to a California probate there are many ways of owning property in California, but one must have separate or concurrent ownership
San Diego probate lawyer Scott Grossman explains when personal and fiduciary income tax returns need to be filed in California after the decedent’s death.
San Diego probate attorney Scott Grossman explains how to calculate the value of the estate for tax purposes. Call us for a free consultation of your case.
Congress’ failure to enact estate tax legislation will complicate trust administration
Calculating the value of a San Diego estate can be confusing for the inexperienced. Life insurance policy proceeds may sometimes be included in the calculation.
Estate administrators have many responsibilities. One such responsibility is to clearly understand the rules for filing estate tax returns.
Estate tax repeal may require surviving spouses to sue their own trusts to get their rightful share of their own property