lifetime estate planning Archives

24May 2017

Lessons from S-Town on Estate Planning Issues Affecting Vulnerable Adults

May 24, 2017
Evan Monez
Estate Planning, Trust & Estate Litigation and Dispute Resolution
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Pop culture sometimes provides us with valuable lessons about the importance of estate planning. For example, as Trusts & Estates magazine pointed out, at the heart of the first season of the hit show Empire was a story of the trials and…

8Mar 2017

Author Ryan Montgomery

Tax Court Rules for MPBA Clients in Rejecting Aggressive IRS Estate Tax Claim

Mar 8, 2017
Ryan Montgomery
Estate Planning
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In Estate of Purdue, T.C. Memo. 2015-249, the United States Tax Court denied an IRS attempt to disregard lifetime estate planning implemented by Barbara and Robert Purdue (the “Purdues”). MPBA attorneys, primarily Alan L. Montgomery and George W. Akers, advised Mr. and Mrs. Purdue…