Recent content by jeffmatt

Also, let me be clear I am not soliciting or advertising here. I don't go to forums for that purpose. It looks like this might not be the place for me, and so I don't think I'll be sticking around. Thanks, though.

It's ok with me if any moderator wants to delete the thread. I thought I'd compare notes with other pros. If this isn't the place for that, no problem.

Be sure and check with an NC attorney. For starters, you stated the trustee told the residual beneficiary there is nothing left. I am assuming the beneficiary is relying on this statement. If the statement is untrue, the beneficiary has a claim to the funds. It could be that if the...

I'm new here and figured some pros would be posting. I'm definitely not seeking advice from any laypersons. Thanks for the heads-up.

I am an attorney. It's a client with a lot of appreciated land, which might be sold by the kids at some point, but they aren't sure.

What is the name of your state? Texas Since tax laws keep changing, it's hard to know when you might need a step-up in basis as opposed to a reduction in the size of your estate. I'm considering the following plan for a client in order to allow as much flexibility and creditor protection as...