Daily Archives: April 8, 2013

APPEALING A DETERMINATION OF THE TAX APPEALS TRIBUNAL

Originally posted on Law Offices of David L. Silverman:
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 administrative tax tribunal. A…

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

Originally posted on Law Offices of David L. Silverman:
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 spouse has a right…

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Trust May Compliment Prenuptial Agreement

Originally posted on Law Offices of David L. Silverman:
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 prenuptial agreement will not…

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AVOIDING CHALLENGES TO TESTAMENTARY INSTRUMENTS

Originally posted on Law Offices of David L. Silverman:
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 influence deplete the estate…

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Attorney-Client Privilege in Tax Disputes

Originally posted on Law Offices of David L. Silverman:
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 information. U.S. v. Adelman,…

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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:
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 Tax Return, Form 709…

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

Originally posted on Law Offices of David L. Silverman:
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, J.D., LL.M. (Taxation) Law…

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