Wills, Trusts, & Estate Planning – May 24, 2012

by Charles (Chuck) Rubin on 4/27/2012

As a general rule, a disclaimer of property by a recipient results in the property passing under state law or an applicable instrument as if the disclaimant predeceased the transfer to him or her. A recent article discusses...more

by Barger & Wolen on 3/9/2012

In Lin v. Jeng, 2012 DJDAR 2498 (2012), the California Court of Appeal for the Second Appellate District rendered a fee award based on equitable principles in a partition action involving a real estate dispute between family...more

by Steve Basche on 2/23/2012

If you are like most people who are getting divorced, or who have just gone through divorce, you no longer want your ex-spouse to be the beneficiary of your estate or to put your child(ren)in a position to be disinherited if...more

by K&L Gates LLP on 1/27/2012

The alert is intended to give an overview of the current real estate transfer tax rates and planned increases thereof in the various federal states of Germany. The information has been assembled with the utmost care. However,...more

by Darrin Mish, Tampa Tax Attorney on 12/22/2011

Have you heard of the “Basis Step Up Rule”? This is arguably one of the tax provisions in the tax code that is least known and least taken advantage of. But if you understand what this rule is, you can potentially save tens...more

by Charles (Chuck) Rubin on 11/28/2011

Lots of things, obviously! In context of tax and business, a number of specific items (not exhaustive), including: a. Creditor protection via the special protections afforded by property held jointly as tenants by the...more

by Fein, Such, Kahn & Shepard, P.C. on 11/22/2011

A recent interview with New York Times reporter Vickie Elmer inspired my post "What Happens to the Mortgage when Property is Transferred to Beneficiaries at Death?". Vickie took some of my thoughts, and those of other...more

by Fein, Such, Kahn & Shepard, P.C. on 11/15/2011

Generally speaking, if you transfer a piece of real property subject to a mortgage to another person, that transfer violates the "due on sale" clause in your mortgage, essentially making the mortgage immediately due in full....more