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Will Invalid Due to Undue Influence

Dennis D. Duffy · Mar 8, 2016 ·

Will Invalid Due to Undue Influence Eva Johanna Rova Barnes (“Eva”) was born on July 17, 1916. She grew up on a parcel of land that was homesteaded by her parents. The property included a residence, …

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New Basis Reporting Requirements

Dennis D. Duffy · Mar 8, 2016 ·

New Basis Reporting Requirements The IRS has long held that some taxpayers were cheating the system, claiming a low value for an asset on the estate tax return, while claiming a higher value for …

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State Court Decisions Not Binding on IRS

Dennis D. Duffy · Dec 2, 2014 ·

In five recent Private Letter Rulings, PLRs 201442042 01442046, the taxpayers asked the IRS to respect a trust reformation done by a State court to effectuate the intent of the trustor by correcting …

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Do-It-Yourself Estate Plans: Unintended Results

Dennis D. Duffy · Nov 3, 2014 ·

With the rise of companies such as Legal Zoom, TotalLegal, LawDepot, and DoYourOwnWill.com, more and more consumers are attempting to create their own estate plans without the assistance of a lawyer. …

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Failure to Divide Trust Cost over $400,000

Dennis D. Duffy · Jul 31, 2014 ·

In 1994, Elwood Olsen created a revocable living trust to hold his separate property and his half of the joint property. That same year his wife, Grace Olsen, created a revocable living trust to hold …

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1840 E 54th St
Davenport, IA 52807
United States (US)
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