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Blog Posts in January, 2015

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  • Some Probate and Trust Litigation War Stories in California
    Some Probate and Trust Litigation War Stories in California

    I have represented three sisters against their brother over their mother’s will. I’ve represented a child who was adopted and thought she had a great relationship with her presumed half-sister and ...

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  • Why is There a Bypass Trust in Most Estate Plans? To Save Federal Estate Taxes on the Second Death.
    Why is There a Bypass Trust in Most Estate Plans? To Save Federal Estate Taxes on the Second Death.

    1. Each US citizen has a lifetime exclusion amount from estate taxes of $5,340,000 (this amount adjusts for inflation each year). 2. There is an unlimited marital deduction for gifts from a deceased ...

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