A simple trust amendment allowing for a “QTIP” election could save a Trust's beneficiaries significant amounts in capital gains.

Neglected estate plans not only jeopardize a clients’ estate planning wishes but may also negatively impact their loved ones, not to mention

When their U.S. citizen children were advised that each parent was only entitled to a $60,000 estate tax exemption and that the estate would

In this new era of a significantly increased estate tax exclusion (over $11 million per person) and the option to elect “portability,”[1]...

Often a client wishes for one or more of his children to receive the family home or other real property as part of their inheritance, whi...

The biggest change in 2018 to the Trusts & Estate law is the ballooning estate tax exemption. From 2017 to 2018 the exemption doubled fr...

What happens to your Facebook account when you die? What about any money you left in your iTunes account? Or the pictures and other files yo

A recent California Court of Appeal decision, Carne v. Worthington (4/13/16), shows how disputes over trusts can happen if one is not car...