Ryan Szczepanik presented to the Sacramento Bar Association: Tax Strategies and Implications when Settling a Trust or Estate Dispute. Litigators and administration attorneys alike can fall into a variety of tax pitfalls when resolving a dispute. This presentation will help spot potential issues and provide solutions for resolving them to your client’s benefit.
Tax Strategies and Implications When Settling a Trust or Estate Dispute.
Tax-deferred exchanges of commercial or investment real property are a common strategy for real estate owners. Federal courts have taken a pro-taxpayer approach in allowing taxpayers to structure these exchanges. California has not until recently.
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.”