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In the recent case, United States v. John Michael Paulson, 2000 WL 1821022 (3.23.2020), a California Federal District ruled in favor of an executor of an estate for release from PERSONAL liability for estate taxes. John Michael Paulson (“Mike”) became an initial co-executor of Allen Paulson’s...

Single Family versus Multi-Family Home… Is Homestead Creditor Protection Available for Beneficiary if Owner Rented Rooms prior to his Death?   In the recent case, Anderson v. Letosky, the District Court of Appeal for the Second District determined that a beneficiary of an owner who rented...

At year-end we often think about what is important to us.. family and friends. First I want to thank each and every one of you for either being a client, personal friend, professional friend or family. I love helping people and if this blog has...