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Trusts & Estates

Taxation and Trusts & Estates JMBM Tax Newsletter: JMBM's Trust And Estate Litigation Group

Disputes can often arise in the administration of a trust or a probate estate, especially when there are substantial amounts of money involved or when family conflict is present. These disputes can arise between beneficiaries, between a trustee or other fiduciary and beneficiaries, or from third parties. JMBM’s trusts and estates lawyers intentionally foster a […]

Trusts & Estates JMBM Tax Newsletter: New Developments: Spreading the Wealth – The Future of Estate Planning and the Current Opportunities

Speculation runs rampant about the income, gift and estate tax changes that will result from the administration of President-Elect Obama. Most of the recent discussion has focused on tax rates applicable to ordinary income, capital gains, and dividends. Gift and estate tax changes, which affect most of readers of this newsletter, have received much less […]

Taxation and Trusts & Estates Orange County Business Journal: Living Trusts: How Special Distribution Provisions Can Help You Achieve Your Objectives

Living Trusts: How Special Distribution Provisions Can Help You Achieve Your Objectives By Gordon A. Schaller and Scott Harshman Special Distribution Provisions in Living Trusts The living trust is one of the most basic estate planning tools available, but some lawyers adopt a "one-form-fits-all" approach to drafting the trust. Many clients have special situations that […]