Marital Deduction Trusts allow a surviving spouse to defer federal estate taxes while enjoying the use and benefits of trust property. The federal estate tax marital deduction is one of the most important tools available to a married couple as the couple plans their estate. The deduction allows a married...
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Max Alavi APC replacing Alavi and Broyles LLP
Newport Beach, California, August 28, 2016 – Max Alavi, Attorney at Law, APC is now singularly focused on matters related to your estate. Effective immediately, Alavi & Broyles, LLP has been dissolved. Mr. Alavi has enjoyed a 24 year passion for matters related to estate planning, probate and trust contests...
What about transferring my IRA and other tax-deferred plans to my Living Trust?
As a general rule: Do not change the ownership of these to your living trust. You can name your trust as the beneficiary, but be sure to consider all your options, which could include your spouse; children, grandchildren or other individuals; a trust; a charity; or a combination of these....
What are Family Limited Partnerships and LLCs?
Family Business Entities are commonly used in estate plans of families with complex business assets and are an important tool to accomplish the long-term estate, business and tax planning goals of the family. Purpose. Income, gift and estate tax planning and tax savings through valuation discounts Centralized management of assets...