Bradford Dewan

Update on EP for IRAs and Pension Plans

Retirement savings comprise a large portion of many clients' wealth. Thus, estate planners should keep abreast of the latest tax developments affecting tax qualified retirement plans, including IRAs. The discussion that follows…more
| Wills, Trusts, & Estate Planning

Federal & State Income Tax Consequences of Short Sales of Principal Residence

This Memorandum describes the federal and state income tax consequences when a homeowner decides to do a short sale with his or her primary residence. There are two possible "income tax results," a traditional income result,…more
| Real Estate - Residential, Taxation, Wills, Trusts, & Estate Planning

IRA's and Revocable Trusts: Not Necessarily a Good Match

This Private Letter Ruling reveals the "traps for the unwary" when a family revocable trust is named as the beneficiary of an IRA…more

501 W Broadway
Suite 700
San Diego, CA 92101, United States

Areas of Practice
  • Business Organizations
  • Mergers & Acquisitions
  • Taxation
  • Wills, Trusts, & Estate Planning
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