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This page is a archive of entries in the Estate Planning +Taxation category from June 2010.

Estate Planning +Taxation: March 2010 is the previous archive.

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Estate Planning +Taxation: June 2010 Archives

The Estate Analyst: Avoiding Estate Planning Malpractice


 By Robert L. Moshman, Esq.   "Fiduciary liability is a hot issue, and estate planning is now the second or  third highest area of new malpractice claims--and growing rapidly."  -Robert G. Alexander   Estate planning and estate administration practice...

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By Terry Philip Segal and Michael M. Mustokoff                  At present, many American taxpayers who have or had undeclared UBS Swiss bank accounts, as well as undisclosed accounts in other foreign banks, run a risk of criminal prosecution or...

Continue reading "Advice for Americans With Undisclosed Accounts at UBS and Other Foreign Banks as IRS Lifts Cloak of Swiss Bank Secrecy"

Far-Reaching IRS Victory in Ludwick


By: Ori Bash, ASAIn Ludwick v. Comm'r, TC Memo 2010-104, the Service struck a major blow for its favored approach to undivided interests, not only winning acceptance of its "cost to partition" approach, but winning the argument on most of...

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