by James B. Creighton | Feb 23, 2011 | Estate Planning, Probate (also known as "Estate Administration")
Issue: Earlier this week, a potential client emailed me with a question about the manner in which a successor Custodian of an UTMA Account can be appointed. She wrote the following: My father recently died. Several years ago, he established an UTMA account for my 15...
by James B. Creighton | Feb 1, 2011 | Estate Planning
Issue: Earlier this week, one of my clients emailed me with a question about the current status of the federal gift tax laws, as follows: I’d like a little advice on a gift tax issue. Until now, I have kept gifts to my various family members under the taxable...
by James B. Creighton | Jan 11, 2011 | Uncategorized
Issue: I received the following question from a Caller: My mother recently died and I have just learned that I am the Executor of her Estate. My wife told me that she thinks I will have to file a “706,” which she says is used to pay taxes on my...
by James B. Creighton | Dec 27, 2010 | Estate Planning, Probate (also known as "Estate Administration"), Trust Administration
Issue: I recently received the following question from a Caller: I am a beneficiary of a “Bypass Trust,” which was set up after my Father’s death and had been managed for the benefit of my Mother during her remaining lifetime. My Mother just died. I...
by James B. Creighton | Dec 14, 2010 | Estate Planning, Probate (also known as "Estate Administration"), Trust Administration
Issue: Married couples who reside in California have the opportunity to accumulate community property, separate property, quasi-community property, or some combination of the three. Sometimes a married person may wish to convert his or her separate property to the...
