Estate and Elder Law

Recent Posts

Personal Representative Liable for Unpaid Federal Income Taxes
Posted on 4 May 2012 by Marc J. Soss

The recent Pennsylvania District Court case of U.S. v. David A. Tyler and Louis J. Ruch [ enhanced version available to lexis.com subscribers ] is designed reminds estate executors ( Florida Personal Representatives ) that if they fail to do their job... Read More

New IRS Regulations For Estates and Trusts
Posted on 29 May 2012 by Marc J. Soss

The IRS has issued final regulations ( T.D. 9582 ) requiring that a provision in a trust, will, or local law that specifically indicates the source out of which amounts are to be paid, permanently set aside, or used for a charitable purpose must have... Read More

  • Blog Post: Personal Representative Liable for Unpaid Federal Income Taxes

    The recent Pennsylvania District Court case of U.S. v. David A. Tyler and Louis J. Ruch [ enhanced version available to lexis.com subscribers ] is designed reminds estate executors ( Florida Personal Representatives ) that if they fail to do their job right, they can incur personal liability for the...
  • Blog Post: New IRS Regulations For Estates and Trusts

    The IRS has issued final regulations ( T.D. 9582 ) requiring that a provision in a trust, will, or local law that specifically indicates the source out of which amounts are to be paid, permanently set aside, or used for a charitable purpose must have an independent economic effect aside from income tax...