Rules for Filing Estate Tax Returns In California
Estate administrators have many responsibilities. One such responsibility is to clearly understand the rules for filing estate tax returns.
Three Rules of Thumb for Every Co-Trustee
Serving as a trustee of your loved one’s trust may feel overwhelming for those who have never administered a trust in the past. . This is especially true when multiple trustees are serving simultaneously therefore it is important to understand some co-trustee rules first.
Probate Litigation | Trust Litigation |
Trust no-contest clause not triggered by challenge to handwritten note
A trust’s no-contest clause is not triggered by a challenge to handwritten notes on the face of the trust
Estate tax planning may require surviving spouses to sue their own trusts to get their rightful share
Estate tax repeal may require surviving spouses to sue their own trusts to get their rightful share of their own property
Trustee Beneficiary Relationship may Extend Statute of Limitations
Trustee-beneficiary relationship may extend statute of limitations