Posts by caricofirm:
Research Memo on Court’s Ability to Impose Continuing Court Supervision on an Existing Trust
Research Memorandum From: Chris Carico RE: Court’s Ability to Impose Continuing Court Supervision Over an Existing Trust DATE: 2/15/11 I. Issue Under what circumstance may the probate court impose continuing …
- Posted on: Feb 25 2011
Rescinding an Irrevocable Trust Using 3-Defense Strategy
Rescinding an Irrevocable Trust Using 3-Defense Strategy Unmarried couple raised two children together and for all intent and purpose, lived as husband and wife for 25 plus years without a …
- Posted on: Jan 20 2011
Catching the Financial Elder Abuser: The Gold Standard
Youngest adult daughter, youngest daughter’s husband and their five children five move in to take care of 90-year old, mildly impaired father. For five years, youngest daughter and her family …
- Posted on: Jan 20 2011
Using Constructive & Resulting Trusts Saves Spouse from Estranged Heirs and Takes a Large Chunk Out of the Estate Tax Liability
Husband and wife are citizens of Foreign County but lawful permanent residents of the U.S, residing in the South Bay. They have no existing estate plan and no children. Husband …
- Posted on: Jan 20 2011
Conservatorhip Substituted Judgment Can be Used to Authorize Fractional Interest Gifts in Real Property with Big Estate Tax Reduction Effect
Clients had previously been appointed as Conservators for their elderly mother who no longer had the capacity to manage her own affairs. Mother’s estate was conservatively valued at $10,000,000, containing …
- Posted on: Jan 20 2011