Is the Charitable Deduction for Trusts Limited to Adjusted Basis?

No, says a U.S District Court…

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Recent News

09 Dec 2018

Federal Tax Overpayment & Underpayment Interest Rates

See table here.

09 Dec 2018

Applicable Federal Rates Chart – Through December 2018

See chart here.

04 Dec 2018

A probate court has the inherent authority to evaluate a person’s fitness to serve as personal representative. However, in order to appoint a personal representative based on something other than that personal representative’s entitlement under the statute, the trial court has to actually make a finding about the person’s fitness to serve.

02 Dec 2018

A Chart to Help You in Planning Homestead Dispositions

I’ve been giving some recent seminars on Florida homestead law. One of the topics I discussed are the limitations on devise of homestead, and some of the obvious and/or hidden planning problems that result when the limitations apply (and how to deal with them when they do arise).

I thought a table that can be used as a quick reference of these problems would be useful. I think this is especially so for attorneys during client discussions or drafting to make sure there is not a hidden problem that was not. . .

27 Nov 2018

Gordon v. Fishman

By Jenna G. Rubin, Esq.

Under current Florida law, the provisions of a decedent’s will that impact the former spouse of that person become void upon divorce. But what happens when the decedent’s will is prepared before the marriage (which ultimately ended in divorce)?

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