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Tag: Estate

25
07 '17

Two Problems with Trump’s Estate Tax Proposal: Reconciliation and Carryover Basis

In April, President Trump proposed a tax plan that, among other cuts, eliminates the estate tax altogether. The current federal estate tax is 40% on estates exceeding $5.49 million. While...
13
11 '16

My Inheritance Was Adeemed! (Or What Happens When Your Dad Leaves You His House, But Sells It Before He Dies)

In plain language, ademption is what occurs in the situation described in the title of this article: A will leaves a particular piece of real or personal property (e.g., a...
26
10 '16

Trump v. Clinton on Estate Taxes

As this dismal election season slouches towards Gomorrah, we examine the candidates’ positions on two issues familiar to San Francisco Bay Area trust and probate attorneys—the federal estate tax and...
03
08 '16

Your Final Estate Plan

What To Do To Make Your Passing Financially Sound Clients typically consider their estate planning at three predictable junctures in their lives: 1. when they first have children and are...