The New Duty of Consistency and Reporting for Estate Tax Purposes

Investment assets acquired from a decedent receive a new income tax basis equal to their fair market[..]

If one becomes incapacitated and does not have the right legal documents in place, no one can legally make health care and financial decisions for that person. What can you do to avoid this scenario?

Congratulations to Kevin O’Brien for his article published in The Recorder. Kevin analyzes the nuance of appeals within trusts & estates cases in the article, “In Trust Litigation, It’s Best to Take the ‘Appeal Now’ Approach.”