PALEY LAW CORPORATION
PALEY LAW CORPORATION
3301 Barham Boulevard, Suite 402A, Los Angeles, California 90068-1675
323.654.9513 Tel • 323.417.4730 Fax
© 2008-2022 Paley Law Corporation. All Rights Reserved.
Client Resources
Paley Law Newsletter:
• April 2013 - “Estate Planning After ATRA - What Matters Now?”
• October 2012 - “How Can You Benefit More By Making Larger Annual Exclusion Gifts in 2013?”
• July 2012 - “If You Own Rental Properties or a Business, Are Your Personal Assets at Risk?”
• May 2012 - “Will Your Estate Plan Still Work in 2013?”
• April 2012 - “What is a Conservatorship and How Can You Avoid Becoming a Conservatee?”
• March 2012 - “What is Probate (and Why Do You Want to Avoid It)?”
• February 2012 - “How Do You and Your Spouse Own Your Home (and Why Does it Matter)?”
• January 2012 - “Is a ‘529 Plan’ a Smart Way to Fund Your Child’s College Education?”
• November 2011 - “Are Life Insurance Proceeds Taxable?”
• August 2011 - “Is Your Gift Taxable?”
• July 2011 - “Are There Non-Economic Reasons to Create an Estate Plan?”
• June 2011 - “Do You Need a Will or a Revocable Living Trust?”
The IRS provides the following publications on various tax issues:
• Deceased Persons - Probate, Filing Estate and Individual Returns, Paying Taxes Due
• Contributions to Individual Retirement Arrangements (IRAs)
• Distributions From Individual Retirement Arrangements (IRAs)
The State Bar of California provides the following Consumer Education Pamphlets:
The American Bar Association provides the following publication:
CNN Money provides the following information:
MyStateWill.com provides information about dying intestate, including an intestacy calculator:
The Tax Policy Center Explains Key Elements of Wealth Transfer Taxes:
• How do the estate, gift, and generation-skipping transfer taxes work?
Recent Articles:
• IRS Announces Higher Estate And Gift Tax Limits for 2020 - Forbes - November 6, 2019
• Where Not To Die In 2019 - Forbes - December 12, 2018
• IRS Announces Higher 2019 Estate And Gift Tax Limits - Forbes - November 15, 2018
• The Gift Tax Return Trap And How To Avoid It - Forbes - October 23, 2018
• States Rebel, Won’t Conform To Trump Estate Tax Cuts - Forbes - August 31, 2018
• Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan - Forbes - February 13, 2018
• Where Not To Die In 2018 - Forbes - December 21, 2017
• IRS Announces 2018 Estate And Gift Tax Limits: $11.2 Million - Forbes - October 19, 2017
• Mnuchin Recommends Withdrawal of Proposed 2704 Regs - WealthManagement.com - October 5, 2017
• Treasury To Withdraw Hated Estate Tax Valuation Rules - Forbes - October 4, 2017
• The Basics of Establishing an Irrevocable Life Insurance Trust - ThinkAdvisor - September 7, 2017
• What To Do If You Inherit An IRA - Forbes - July 10, 2017
• IRS Ruling Helps Surviving Spouses Who Face Estate Tax Trap - Forbes - June 12, 2017
• Charity Can Count Toward Your IRA Withdrawal - The Wall Street Journal - February 9, 2017
• Americans Unprepared to Transfer Trillions, Report Says - Private Wealth - February 2, 2017
• IRS Announces 2017 Estate And Gift Tax Limits: The $11 Million Tax Break - Forbes - October 25, 2016
• Where Not To Die In 2017 - Forbes - October 25, 2016
• Is The Credit Shelter Trust Still Right For Clients? - Financial Advisor - September 1, 2016
• States Vie to Shield the Wealth of the 1 Percent - The New York Times - August 8, 2016
• IRS Proposes Rules to Curb Estate Valuation Discounts - Bloomberg BNA - August 5, 2016
• U.S. Aims to Clamp Down on Tactic to Avoid Estate Tax - The Wall Street Journal - August 2, 2016
• Charitable Lead Trusts Can Save Transfer Taxes - The National Law Review - July 31, 2016
• A better way to die? California’s end-of-life law launches June 9 - Sacramento Bee - May 5, 2016
• Happy Anniversary! The Estate Tax Turns 100 - The Wall Street Journal - April 29, 2016
• Executors, Inheritors, Lawyers Flummoxed by New IRS Forms - Forbes - March 9, 2016
• Contaminated Property Makes for Costly Inheritance - The New York Times - February 19, 2016
• U.S. Tax System: Why do the Rich Just Keep on Getting Richer? - CNN.com - January 12, 2016
• Taxpayer Advocate Warns of ‘Pay to Play’ I.R.S. System - The New York Times - January 6, 2016
• If the I.R.S. is Watching You, You’ll Pay Up - The New York Times - January 4, 2016
• Mark Zuckerberg’s Philanthropy Uses L.L.C. for More Control - The New York Times - December 2, 2015
• Three Surefire Moves To Beat State Death Taxes - Forbes - October 16, 2015
• Where Not to Die in 2016 - Forbes - October 16, 2015
• California Governor Signs Assisted Suicide Bill Into Law - The New York Times - October 5, 2015
• The Dangerous Allure of Incentive Trusts - WealthManagement.com - September 9, 2015
• How to Take the Stress Out of Estate Planning - MarketWatch - September 2, 2015
• For Parents With Troubled Children, Financial Hurdles Abound - The New York Times - August 28, 2015
• Advising Your Client About the High Cost of DIY Wills - WealthManagement.com - August 28, 2015
• Navigating Tougher I.R.S. Rules for Family Partnerships - The New York Times - August 7, 2015
• New Law Establishes New Reporting Requirement for Estates - Estate Tax Blog - August 4, 2015
• IRA Pitfall to Avoid - Financial Planning - August 3, 2015
• Helping Patients and Doctors Talk About Death - The New York Times - July 25, 2015
• Beware of Stepkids Feuding Over the Family Fortune - Bloomberg Business - July 23, 2015
• Medicare Proposes Paying for Discussions on End-of-Life Care - The New York Times - July 8, 2015
• The Estate Tax Dodge That Went Too Far - Bloomberg Business - July 8, 2015
• Bernie Sanders Calls For 65% Top Estate Tax Rate - Forbes - June 25, 2015
• Death, Taxes, and Your IRA. Ouch. - The Wall Street Journal - June 11, 2015
• Tax Court Approves Crummey Trust With No-Contest Clause - Accounting Today - May 26, 2015
• Having Kids Late Can Tangle up Your Finances - Bloomberg Business - May 7, 2015
• Facebook’s Tool For Your Digital Estate Plan - MarketWatch - May 6, 2015
• Is Your Estate Plan Obsolete? - Morningstar - May 5, 2015
• The Right Paperwork for Your End-of-Life Wishes - The New York Times - April 29, 2015
• House Votes 240-179 To Repeal Estate Tax - Forbes - April 16, 2015
• Big Retirement Mistake: Boomers With No Estate Plan - USA Today - April 8, 2015
• Seven Tips to Help You Determine if Your Gift is Taxable - IRS - April 1, 2015
• Investors Rethink Stocks Given to Family Trusts - The Wall Street Journal - March 27, 2015
• The Surviving Spouse Estate Tax Trap - Forbes - March 25, 2015
• The Executor’s $1.2 Million Mistake - Forbes - March 4, 2015
• Obama Budget Would Upend Estate Plans - Forbes - February 5, 2015
• Obama’s Proposed 68% Death Tax Would Be Highest In World - Forbes - February 3, 2015
Estate & Trust Planning • Estate & Trust Administration • Probate • Asset Protection • Business Entity Formation
The material provided on this website is published for general informational purposes only and is not intended to constitute legal advice in any particular matter. Transmission of this material does not create an attorney-client relationship. Paley Law Corporation does not warrant the content of this material and is not responsible for any errors or omissions associated with it.
To ensure compliance with requirements imposed by the Internal Revenue Service, Paley Law Corporation informs you that any U.S. tax advice contained in this communication (including any links to other websites or material) is not intended to be used, and cannot be used, for purposes of (i) avoiding penalties imposed under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.