Focus (Forum & Focus)
Aug. 18, 2009
Estate Secrets
With a new ruling by the 4th District of Court of Appeal, drafting certain estate planning documents has become more complicated, write Mitchell A. Jacobs and Parima Pandkhou.
FOCUS COLUMN
By Mitchell A. Jacobs and Parima Pandkhou You are approached by a client to prepare a document that transfers one spouse's separate real property into community property for estate planning purposes. The intention of your client is to have this real property be considered community property as far as the IRS is concerned. The purpose for this property transfer is to ensure that when either spouse dies, the survivor can obtain a full s...For only $95 a month (the price of 2 article purchases)
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