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.
Senior Associate Dave Parnall tackles the issue of enforcing support judgments against trusts.
Principal Ryan Szczepanik presented on “Tax Strategies and Implications When Settling a Trust or Estate Dispute” at the April 2021 Santa Cruz Estate Planning Council.
Travis Neal looks at the Spousal Lifetime Access Trust and how business owners can minimize the estate tax implications when their business is worth more than the gift and estate tax exclusion.
