Tax Strategies and Implications When Settling a Trust or Estate Dispute

The Bay Area’s premier trust and estate law firm Hartog, Baer & Hand will be known as Hartog, Baer, Zabronsky (HBZ), effective immediately.

The 2017 Tax Cuts and Jobs Act became law on December 22, 2017, with most provisions becoming effective on January 1, 2018. Some provisions are permanent, while others expire. Most significant for gift and estate tax purposes is the temporary doubling of several exemptions.

The statutory scheme for enforcing money judgments against trusts, the limitations on that scheme when facing spendthrift clauses, and ways around those limitations.