Many IRA owners withdraw funds from their IRA accounts for short-term purposes. The owner then uses subsequent income to restore funds to the IRA. If the restored contribution is made within sixty days of the withdrawal, the withdrawal may be tax-free.
Ryan will discuss a litigator’s perspective to conflicts that estate planners often encounter, including representing clients with mental capacity that may appear impaired, representing clients who want to make a gift to an individual identified in Probate Code section 21380 thereby invoking the presumption that the gift is the product of fraud or undue influence, and representing clients in circumstances where it appears a child or another may have undue influence over them, particularly where there are any questions of favoritism.
John A. Hartog named to Best Lawyers in America for 2020. Recognition is based on peer review by leading lawyers in the Trusts & Estates practice in Northern California. As noted on the Best Lawyers website, “Best lawyers know who the best lawyers are.”
Many IRA owners withdraw funds from their IRA accounts for short-term purposes. The owner then uses [..]
