by Arthur Geffen | Sep 30, 2011 | Estate Tax
Notice 2011-82 alerts executors of the estates of decedents dying after December 31, 2010, of the need to file a Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, within the time prescribed by law (including extensions) in order to elect to...
by Arthur Geffen | Sep 27, 2011 | Estate Attorney, Estate Lawyer, Probate
Texas Probate Case connected to Banking Meltdown? Connecting Anna Nicole Smith to the Lehman Bankruptcy – Deal Journal – WSJ
by Arthur Geffen | Sep 23, 2011 | Death, Estate Planning Solutions
A judge said Friday he will rule by early next week whether to proceed with the legal steps necessary to declare Natalee Holloway dead six years after the Alabama teen disappeared on a high school graduation trip to Aruba. Her father, Dave Holloway, became...
by Arthur Geffen | Sep 19, 2011 | Audit, Gift Tax, IRS
The IRS is digging up property-transfer records in many states and checking to see if corresponding gift-tax returns have been filed. Making a gift of property to heirs has become far more popular since housing values began declining in 2006, because lower...
by Arthur Geffen | Sep 19, 2011 | Estate Planning, Estate Planning Solutions, Estate Tax, IRS
Wealthy taxpayers who want to make large gifts to family members recently got good news: A federal appeals court affirmed a popular technique to sidestep gift taxes. The decision, Estate of Petter v. Commissioner, was published in August by the Ninth Circuit in...
