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…

Posted in News

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…

Posted in News

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…

Posted in News

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…

Posted in News

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,…

Posted in News

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…

Posted in News

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…

Posted in News