The following pension law question to Harry Gross answers the question of many individuals on whether their pensions are safe from creditors. Dear Harry: My 81-year-old mother co-signed for my brother’s student loans.... Continue Reading
The following retirement/estate question asked of Harry Gross is one asked by individuals from all income and tax brackets: Dear Harry: I am 56, and I once worked for a company that provided us with a defined-benefit pension... Continue Reading
The recent decision of the U.S. Supreme Court in Clark v. Rameker, 134 S Ct. 2242 (2014) resolves a dispute in the lower courts about the status of inherited IRAs under federal bankruptcy law. In this decision, an unanimous... Continue Reading
In the estate tax appellate litigation case of Liftin v. U.S., 2013-5103 (U.S.CX.A. Federal Cir.) (June 10, 2014) the U.S. Court of Appeals affirmed the lower court’s finding that a twenty-five percent failure-to-file penalty... Continue Reading
In the estate tax litigation appellate case of Estate of Thouron vs. US, 2014 US App. LEXIS 8890 (3rd Cir. Pa 2014) (May 14, 2014) the Third Circuit Court of Appeals ruled that reliance on a tax expert can be considered... Continue Reading