Ryan Szczepanik presents to the Probate Attorneys of San Diego (PASD) on the Tax Strategies and Implications When Settling a Trust or Estate Dispute. Ryan will discuss the approaches to settlement from a tax perspective with the goal of tailoring the pleadings, negotiations with other parties, and terms of the settlement agreement to increase the likelihood the IRS will respect the settlement for federal tax purposes.
Married couples often don’t give much thought to the characterization of their property as community or separate. In general, community property is all real or personal property acquired by a married person during the marriage. Separate property is all property owned by the person before the marriage, all property acquired by the person after marriage by gift, bequest or devise, and the rents and profits from the person’s separate property.
Ryan Szczepanik presents to the Probate Attorneys of San Diego (PASD) on the Tax Strategies and I[..]
In his article for The Recorder, Principal John Hartog examines the recent passage of Proposition 19 and its tax implications.