Author: Tara Hagopian Zane
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01.15.2021
Property Transfer with No Retained Interest May Be Complete for Inheritance Tax Purposes Even If Grantor Still Benefits From Property
Shedlock v. Director, Div. of Taxation, No. A-5634-18T1, 2020 WL 5032512 (N.J. Super. App. Div. Aug. 26, 2020). In July 2013 and at the age of 87, Anthony Calleo (the “decedent”) deeded his two-family home (the “property”) to his nieces, Valerie Shedlock and Judith Solan, for less than $100. The deed included no specific provision […]
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02.05.2016
The Biggest Mistakes Estate Executors Make
Mistakes made by an executor can lead to the executor getting sued. On February 1, 2016, The Wall Street Journal wrote an article entitled The Biggest Mistakes Estate Executors Make http://www.wsj.com/articles/the-biggest-mistakes-executors-make-1454295683, and listed some of the biggest mistakes executors want to avoid.
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