Posts by caricofirm:
Post-Death Trust Administration Checklist (Revised 3.22.11)
This checklist was last revised March 22, 2011. On December 17, 2010, President Obama signed into law new estate tax legislation as part of The Tax Relief, Unemployment Insurance Reauthorization, …
- Posted on: Jan 20 2011
Carico Johnson Toomey Partners Again Recognized In Southern California Super Lawyers For 2010 LOS ANGELES County
Partners Christopher D. Carico and Philip A. Toomey have been recognized in 2010 Southern California Super Lawyers as among the top lawyers in employment law and estate planning, respectively.Mr. Toomey …
- Posted on: Jan 20 2011
Estate Planning & Required Minimum Distributions
INTRODUCTION Effective estate planning for retirement benefits requires understanding rules created by the income tax laws mandating minimum distributions from the client’s retirement accounts. These income tax laws are found …
- Posted on: Jan 20 2011
CPA as Client Trustee: Is the Compensation Worth the Liability?
By Christopher D. Carico Published: WebCPA, July 28, 2009 The family CPA is often the best choice as successor trustee of the family trust. As a group, CPAs are highly …
- Posted on: Jan 20 2011
Trusts & Estates: Escaping the LPS Revolving Door
California Trusts and Estates Quarterly, Volume 16, Issue 1, 2010 by Christopher D. Carico | Partner & James E. Spar, M.D. I. Introduction An LPS conservatorship allows involuntary mental health …
- Posted on: Jun 20 2010