Congress shocked everyone by letting the estate tax lapse in 2010. What
Continue Reading No estate tax in 2010 = potential probate litigation: Florida enacts statutory fix
Congress shocked everyone by letting the estate tax lapse in 2010. What…
Continue Reading No estate tax in 2010 = potential probate litigation: Florida enacts statutory fix
United States v. Guyton, Jr., 2010 WL 1172428 (11th Cir. March…
Continue Reading 11th Cir: Personal Representative liable for over $50,000 in taxes and penalties on cash the estate never received
At a top current rate of 45%, the federal estate tax…
I’ve recently been lecturing on tax issues in play in probate and…
Continue Reading Minimizing a Personal Representative’s Personal Liability to Pay Taxes
The decedent at the heart of this probate battle, Konstantinos “Gus” Boulis…
Continue Reading When does a surviving spouse’s “elective share” take an estate-tax hit?
U.S. v. Guyton, Slip Copy, 2009 WL 1308431 (M.D.Fla. May 08…
Continue Reading M.D.Fla.: Limitations periods applicable to estate creditors don’t apply to the IRS
Estate tax returns are complicated and technically demanding for even the most…
Continue Reading Cautionary Tale: Attorney Goes to Jail for Filing False Estate Tax Return