In the trust and estates appellate litigation case of In Re Fumo Irrevocable Children’s Trust, PICS Case No. 14-1714 (Pa. Super. Oct. 17, 2014) the Honorable Patricia H. Jenkins, writing on behalf of the Pennsylvania Superior... 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
In the trusts and estates appellate litigation case of In the Matter of Estate of McFadden, PICS Case No. 14-1481 (Pa. Super. Sept. 18, 2014) the Honorable David N. Wecht, writing on behalf of the Pennsylvania Superior Court,... Continue Reading
The following is a simple estate planning question asked by individuals from all walks of life: Dear Harry: About two years ago, I started to get SSI from Social Security. I was told that it was not taxable on my 1040. Now... Continue Reading