Monthly Archives: January 2011

SHOULD THE SURVIVING SPOUSE FILE AN ESTATE TAX RETURN?

SHOULD THE SURVIVING SPOUSE FILE AN ESTATE TAX RETURN? by Randy Spiro For persons dying in 2011 and 2012, the estate tax exemption (the amount a person can die with and pay no estate tax) is $5,000,000. If a married … Continue reading

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The Special Needs Trust

The Special Needs Trust If a person has a child who is on Medi-Cal or SSI, that child would be disqualified from these programs if he or she inherited assets outright. If the child became the beneficiary of a trust … Continue reading

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Dying after 12/31/10 under new estate tax law

Dying after 12/31/10  under new estate tax law On December 17, 2010, President Obama signed a new tax law. It is really a two year patch because it expires in 2013 and for persons dying 1/1/13 and after the estate … Continue reading

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