A well-known fact that bears repeating is that an irrevocable trust is only good for avoiding probate to the extent it is actually funded with assets. If California’s summary probate procedures are unavailable (a topic for another blog) the personal representative of a decedent’s estate may need to resort to probating assets that are not […]

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Consult with an experienced estate planning attorney before creating your own estate plan documents, as costly unintended consequences may arise.

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The IRS announced on February 8, 2011 a special voluntary disclosure initiative designed to bring foreign accounts back into the U.S. tax system and help people with undisclosed income to avoid civil and possible criminal penalties.

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