Tag Archives: estate

When the Estate Plan Goes South: Fiduciary Litigation – Beneficiary versus Trustee.

fiduciary litigationI know you have been hanging on my every word.  I know that you have been wondering what could I possibly be up to that is so important that I don’t have time for you.   I’m sorry.  I never intended to neglect you.  My only excuse is that litigation is taking up more and more of my time.

But Rob, I thought you were an estate planner!  What are you doing in litigation?   That’s an excellent question.

The answer is: Fiduciary Litigation.

What is Fiduciary Litigation you ask?  Another great question.

Well, lets start with what a fiduciary is.   Continue reading When the Estate Plan Goes South: Fiduciary Litigation – Beneficiary versus Trustee.

The Death Tax: A primer on Federal and State Estate and Gift Taxes.

First, let me say that the Death Tax no longer affects the vast majority of Americans.  You probably do not have to worry about this.  I wish you did, because that would mean you were doing pretty well in life.  First world problems!

Continue reading The Death Tax: A primer on Federal and State Estate and Gift Taxes.