Tags » Probate

Trust - A Matter of Privacy

Once upon a time…using a trust to avoid estate taxes is what motivated many people.  Now, each person can pass $5.9 million at their death – virtually estate tax free (some exceptions apply). 304 more words

Probate

Should I Have a Trust?

This has to be one of the most common questions posed to me. And the answer is not necessarily simple, but there are definitely some guidelines that I use to determine whether I should recommend trust-based planning. 1,173 more words

Estate Planning

Elder Law Seminars: Honoring Choices

This month, my elder law seminars will be focusing on “Honoring Choices” in regards to your health care planning, should you become ill or in case of emergency.  107 more words

Estate Planning

Can You Change A Dead Persons Will?

Can you change a dead person’s will? It would seem as though the natural answer to this would be no, you absolutely can’t. After all, if the deceased person wrote it, and that’s what they wanted, and it… 323 more words

Estateplanning

The will of Mary Feillet née Champion

Marie Champion was the third child of Claude Champion de Crespigny (1620-1695) and his wife Marie de Vierville (1628-1708).

Marie was born in about 1655 in France and came with the rest of her family to England after the revocation of the Edict of Nantes. 668 more words

Champion De Crespigny

What Does "Probate" Mean?

The term “probate” is associated with estate planning and describes the legal process by which a decedent’s will is processed by a special court. An executor of the estate is named to handle the decedent’s affairs and administer the estate throughout the probate process. 496 more words

FOR WHOM THE COLLECTION STATUTE TOLLS by Jonathan Kalinski

Every tax practitioner knows the general rule that the IRS has 10 years to collect a tax after the assessment. That isn’t blog material.  Less well known because it is infrequently litigated, is the flush language of IRC §6502(a), which states that the collection statute of limitations is tolled if a timely proceeding in court is commenced when the collection statute is open.  622 more words