Fiduciary Duty, Tax Returns

Fideicomisos (“Trusts”): Entendiendo Para Que No Se Deje Engañar

Foodman CPAs & Advisors on 11/3/2023

Los Fideicomisos (“Trusts”) son vehículos que pueden ayudar en la preservación de la riqueza y la propiedad para las generaciones futuras, proteger activos o llevar a cabo un propósito caritativo. Un Fideicomiso es una...more

Understanding Trusts So You Are Not Mislead By The Word “Trust”

Foodman CPAs & Advisors on 11/3/2023

Trusts are vehicles that can assist in the preservation of wealth and property for future generations, protect assets, or carry out a charitable purpose. A trust is an entity created and governed under the state law in which...more

Tax Court in Brief January 31 – February 4, 2022

Freeman Law on 2/7/2022

Freeman Law’s “The Tax Court in Brief” covers every substantive Tax Court opinion, providing a weekly brief of its decisions in clear, concise prose....more

Delaware Court of Chancery Denies Motion to Dismiss in Shareholder Class Action Lawsuit Related to Mindbody Inc.'s Billion Dollar...

Goodwin on 10/21/2020

Delaware Court of Chancery Denies Motion to Dismiss in Shareholder Class Action Lawsuit Related to Mindbody Inc.’s Billion Dollar Merger with Vista Equity Partners; Second Circuit Unanimously Affirms Lower Court’s Decision...more

A Brief Overview of a Trustee's Duties

Chambliss, Bahner & Stophel, P.C. on 7/26/2019

If you have been appointed the trustee of a trust, it is a strong vote of confidence in your judgment and trustworthiness. It is also a major responsibility. A trust is a legal arrangement through which one person (or an...more

Understanding a Personal Representative

Foodman CPAs & Advisors on 4/15/2019

A Personal Representative (PR) is in charge of the property (estate) of an individual who has died (known as the decedent). When a person passes away, their assets become property of their estate....more

Obtaining Tax Return Information: Taxpayer’s Standing, And Timely Requests

Farrell Fritz, P.C. on 7/9/2018

Tax Returns Are Like Paintings- A not insignificant portion of our tax practice involves disputes among the shareholders and partners of closely held businesses, or among the beneficiaries and fiduciaries of estates or...more

The Top Five Responsibilities of a Trustee of a Special Needs Trust

Chambliss, Bahner & Stophel, P.C. on 8/10/2016

If you are considering taking on the responsibility of serving as the trustee of a special needs trust, you will probably have questions about the trustee's role. Trustees of special needs trusts have many important...more

Public Policy Overrides the Confidentiality of Tax Returns in California in Connection With a Judgment Debtor Examination

Haight Brown & Bonesteel LLP on 5/9/2016

The Court of Appeal of the State of California – First Appellate District in Li v. Yan (5/2/16 – Case no. A144994) affirmed the trial court’s ruling that a judgment debtor’s tax returns are not privileged from disclosure in...more

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