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Tag Archives: Randy Spiro
End of Life Option Act
On October 5, 2015, Governor Brown signed Assembly Bill No. 15 authorizing the following procedure: The patient must be at least 18 years old and has established that he or she is a California resident. He or she has submitted … Continue reading
Portability- The Best Kept Secre
Recently the IRS released statistics for federal estate tax returns (form 706s) filed in 2011, which was the first year of portability (the ability of the surviving spouse to add the deceased spouse’s estate tax exemption to the surviving spouse’s … Continue reading
Posted in Uncategorized
Tagged Advanced Health Care Directive, assets, Conflicts, corperations, Dynasty Trust, Epic, Estate, Estate Planning, HIPAA, IRS, Legal, Legal Conflicts, living trust, Living Trusts, living will, NEW RULES, pour over wills, r, Randy S, Randy Spiro, special needs, stock, super lawyer, superlawyer, tax, taxes, transfering assets, Trust, Trusts, Trusts. Decendants, will
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When the original of the trust document has been lost
A person who has a revocable living trust may inadvertently lose the original trust document. He or she will typically continue to hold title to assets in the name of the trust. The person can still furnish copies from his … Continue reading
Posted in Uncategorized
Tagged assets, Estate, Estate Planning, IRS, Legal, Legal Conflicts, living trust, Living Trusts, living will, pour over wills, Randy S, Randy Spiro, special needs, super lawyer, taxes, Trust, Trusts. Decendants, will, Wills
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Business Interests and Your Revocable Trust
If you own stock in a public corporation, your broker can help you re-title this stock into the name of your trust. But if you have your own corporation, partnership or limited liability company, there is no outside manager to … Continue reading
Posted in Uncategorized
Tagged assets, corperations, Estate Planning, Randy Spiro, stock, superlawyer, transfering assets, Trusts, will, Wills
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Tale of the Trust Protector
An irrevocable trust can designate a trust protector and give him or her certain powers, for example, to change the trustee or to move the trust administration to a different jurisdiction. A trustee is a fiduciary because he or she … Continue reading
Posted in Estate Planning, Law, Super Lawyer, taxes, Trusts, Uncategorized, wills
Tagged living trust, Randy Spiro, super lawyer, Trust, Wills
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The need to file an estate tax return even when it is not required
A person can die in 2011 with up to $5,000,000 and his or her estate will pay no federal estate taxes. The federal estate tax return, form 706, is not required to be filed if the gross estate of a … Continue reading
Posted in Estate Planning, Law, Super Lawyer, Uncategorized
Tagged Advanced Health Care Directive, Conflicts, Epic, Estate, Estate Planning, Living Trusts, living will, Randy S, Randy Spiro, Trusts, Wills
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Hiring an attorney
Whether you need a bankruptcy attorney, a criminal attorney, or an estate planning attorney, the worst question to ask him or her is: “Do you handle (fill in the type of case or the area of law)?” Many attorneys need … Continue reading
Posted in Estate Planning, Law, Super Lawyer, Uncategorized
Tagged Estate, Estate Planning, Living Trusts, Randy Spiro, Wills
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Danger signs when a family member tries to speak for a client
When estate planning attorney Bill first met John and Mary, they were in their early 50s, alert and vigorous. Over the years, their health has declined, but they still were clear on what they wanted and didn’t want. Recently, their … Continue reading
Posted in Law, Super Lawyer, Uncategorized
Tagged Conflicts, Epic, Estate, Estate Planning, Legal Conflicts, living trust, living will, Randy S, Randy Spiro, Trusts, Wills
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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
