Monthly Archives: April 2013

Like Kind Exchanges of Real Estate (2013 Revised Edition)

View in PDF: Like Kind Exchanges of Real Estate Under IRC Section 1031 (2013 Revised Ed.)

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APPEALING A DETERMINATION OF THE TAX APPEALS TRIBUNAL

Originally posted on Law Offices of David L. Silverman, J.D., LL.M.:
Take Our Poll To view searchable, formatted PDF document, press here:  Appealing a Determination of the Tax Appeals Tribunal.wpd The Tax Appeals tribunal sits as the final…

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Defeating The Right of Election in EPTL § 5-1.1-A

Originally posted on Law Offices of David L. Silverman, J.D., LL.M.:
To view formatted, searchable PDF document, press here: Defeating the Right of Election in EPTL 5-1.1-A.wpd Under Estates, Powers & Trusts Law (EPTL) § 5-1.1-A, a surviving…

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Trust May Compliment Prenuptial Agreement

Originally posted on Law Offices of David L. Silverman, J.D., LL.M.:
For formatted, searchable, printer-friendly version, press here: Trust May Compliment Prenuptial Agreement.wpd The prenuptial agreement effectively protects against the vagaries of marital dissolution. However, even a well-drafted…

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AVOIDING CHALLENGES TO TESTAMENTARY INSTRUMENTS

Originally posted on Law Offices of David L. Silverman, J.D., LL.M.:
For formatted, searchable, printer-friendly version, press here: Avoiding Challenges to Testamentary Instruments.BK! Protracted legal proceedings by disgruntled descendants and relatives asserting lack of testamentary capacity or undue…

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Attorney-Client Privilege in Tax Disputes

Originally posted on Law Offices of David L. Silverman, J.D., LL.M.:
The attorney-client privilege protects confidential communications between attorneys and clients. The privilege extends to an accountant hired by an attorney to assist in understanding the client’s financial…

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Tax and Legal Issues Arising In Connection With the Preparation of the Federal Gift Tax Return, Form 709 — Treatise

Originally posted on Law Offices of David L. Silverman, J.D., LL.M.:
PDF: Legal and Tax Issues, Preparation of Federal Gift Tax Return, Form 709 Tax and Legal Issues Arising in Connection With The Preparation of the Federal Gift…

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Like Kind Exchanges of Real Estate Under IRC Section 1031 — Treatise

Originally posted on Law Offices of David L. Silverman, J.D., LL.M.:
PDF: 2013 Like Kind Exchanges of Real Estate Revised Edition PDF: Like Kind Exchanges of Real Estate — Treatise (January 7, 2011) © 2011 David L. Silverman,…

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Post Mortem Estate & Income Tax Planning

Originally posted on Law Offices of David L. Silverman, J.D., LL.M.:
View outline: Post Mortem Estate & Income Tax Planning Post Mortem Estate and Income Tax Planning Outline Post Mortem Estate & Income Tax Planning © 2011 David…

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Income Tax Planning for New York Trusts

Originally posted on Law Offices of David L. Silverman, J.D., LL.M.:
View PDF of Article in Tax News & Comment — October 2012 INCOME TAX PLANNING FOR NEW YORK TRUSTS I.    Taxation of Resident Trusts “Resident” New York…

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Use of Disclaimers in Pre and Post-Mortem Estate Planning

Originally posted on Law Offices of David L. Silverman, J.D., LL.M.:
For formatted, searchable PDF document, press here: Use of Disclaimers in Pre and Post-Mortem Estate Planning.wpd Introduction Disclaimers can be extremely useful in estate planning. A person…

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Postcard

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Postcard

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Spring 2013 Lecture Series Registration

Online Registration for June 18 Wills Lecture

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Spring 2013 Lecture Series Registration

Online Registration for June 4 Federal Gift Tax Return Lecture

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