Undue Influence is when someone pressures another in such a way that the person being influenced..
A step-up in basis, or more accurately, a basis adjustment, has been a cornerstone of many..
Can undue influence lead to a Trust Amendment via a Trust Protector who is an independent party?..
A Last Will and Testament devises one’s property after their passing. Great weight is given to..
In a recent case out of Ohio, a court of appeals analyzed whether the state could recover child..
Larry King passed away in January due to complications with COVID-19. At the time, he was in the..
November brought with it changes to California’s real property taxation laws. Proposition 19..
Suppose you are hired by a trustee or executor to assist in trust or estate administration. Then..
Many Americans don’t have a will. Why not? Well, the reason may be that they don’t want to think..
National Estate Planning Awareness Week is October 19-25, 2020. To celebrate, let’s take a look..
In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a..
In a recent blog post, we informed our readers about big news in trust taxation. On June 21st,..