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Proposition 19: New Rules in California

By Jill Roamer, J.D., CIPP/US December 22, 2020

November brought with it changes to California’s real property taxation laws. Proposition 19..

Lawyers in the Middle, Between Trustees and Beneficiaries to Whom is Owed the Duty of Confidentiality?

By Anita Schnee, J.D. December 8, 2020

Suppose you are hired by a trustee or executor to assist in trust or estate administration. Then..

Utah Becomes First State to Pass Electronic Wills Act

Many Americans don’t have a will. Why not? Well, the reason may be that they don’t want to think..

Case Law: Mutual Wills and a Subsequent Will—Which One Rules?

By Jill Roamer, J.D., CIPP/US October 19, 2020

National Estate Planning Awareness Week is October 19-25, 2020. To celebrate, let’s take a look..

Case Law: Grantor-retained Annuity Trust and Estate Taxes

By Jill Roamer, J.D., CIPP/US August 5, 2020

In Badgley v. United States, the 9th Circuit upheld summary judgment in favor of the IRS in a..

Supreme Court Rules on Kaestner Case

By Jill Roamer, J.D., CIPP/US June 27, 2019

In a recent blog post, we informed our readers about big news in trust taxation. On June 21st,..

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