Estate and Elder Law

Recent Posts

Caring for an Elderly Relative in Sarasota, Florida
Posted on 5 Mar 2012 by Marc J. Soss

Caring for an elderly relative isn't just costly and time-consuming but could even be harmful to your own health. Some companies and nonprofits are rolling out free and low-cost professional help for family caregivers. The bottom line is that "families... Read More

Morrison & Foerster LLP: Estate of Saunders and the Federal Estate Tax Treatment of Claims against a Decedent’s Estate
Posted on 2 Jun 2011 by Morrison and Foerster LLP

By Genevieve M. Moore , of Morrison & Foerster LLP The recent Tax Court case, Estate of Gertrude H. Saunders et al. v. Commissioner , 136 T.C. No 18 (April 28, 2011) [ enhanced version available to lexis.com subscribers ], serves as a good reminder... Read More

Ballard Spahr LLP: IRS Announces that Gifts to Single-Member LLCs Owned by Charitable Organizations Are Deductible
Posted on 16 Aug 2012 by Ballard Spahr LLP

By Jean C. Hemphill and Christopher A. Jones The IRS has published welcome, long-awaited guidance regarding the deductibility of contributions made to a single-member limited liability company (LLC) owned by a charitable organization. For a variety... Read More

Year-End Tax Planning Tips
Posted on 14 Dec 2011 by Sandra L. Smith

With the holidays upon us, it's time to do some planning that can help reduce your tax bill this year. Contributing to your retirement plan is a fast and easy way to cut your taxes, while building your nest egg. The federal limit for 401(k) contributions... Read More

Substantiating Charitable Deductions
Posted on 3 Feb 2012 by John Dedon

Taxpayers who claim income tax deductions for charitable contributions must request and obtain the written acknowledgement from the charity that the contribution was made. It is due by April 17, 2012, the time the income tax return is filed. Failure... Read More

Substantiating Charitable Deductions
Posted on 3 Feb 2012 by John Dedon

Taxpayers who claim income tax deductions for charitable contributions must request and obtain the written acknowledgement from the charity that the contribution was made. It is due by April 17, 2012, the time the income tax return is filed. Failure... Read More

Year-End Tax Planning Tips
Posted on 14 Dec 2011 by Sandra L. Smith

With the holidays upon us, it's time to do some planning that can help reduce your tax bill this year. Contributing to your retirement plan is a fast and easy way to cut your taxes, while building your nest egg. The federal limit for 401(k) contributions... Read More

Morrison & Foerster LLP: Funding the Family Foundation: Qualified Appreciated Stock
Posted on 5 Feb 2013 by Morrison and Foerster LLP

By Joy S. MacIntyre , Morrison & Foerster LLP In an earlier post we described some of the tax benefits - and challenges - associated with donating corporate securities to a family foundation or other private foundation. On the right facts, the donor... Read More

Morrison & Foerster LLP: Estate of Saunders and the Federal Estate Tax Treatment of Claims against a Decedent’s Estate
Posted on 2 Jun 2011 by Morrison and Foerster LLP

By Genevieve M. Moore , of Morrison & Foerster LLP The recent Tax Court case, Estate of Gertrude H. Saunders et al. v. Commissioner , 136 T.C. No 18 (April 28, 2011) [ enhanced version available to lexis.com subscribers ], serves as a good reminder... Read More

Ballard Spahr LLP: IRS Announces that Gifts to Single-Member LLCs Owned by Charitable Organizations Are Deductible
Posted on 16 Aug 2012 by Ballard Spahr LLP

By Jean C. Hemphill and Christopher A. Jones The IRS has published welcome, long-awaited guidance regarding the deductibility of contributions made to a single-member limited liability company (LLC) owned by a charitable organization. For a variety... Read More