A common estate planning strategy prior to 2012 was to set up an “A-B” Trust distribution that created a Bypass Trust upon the death of the first spouse. The primary purpose of the Bypass Trust was to maximize a married couple’s total estate tax personal exemption. In 2012, though, the federal estate tax laws were substantially revised and, for most couples, simplified. Continue reading
“Mark handled a durable power of attorney for me and his partner, Kim Leding, a probate case. They were both very professional and well-versed in these areas. They took the time to explain the processes , answer any questions and always responded in a timely manner.”
Bonnie, Avvo 5 Star Review
We recently settled a lien priority dispute that resulted in the recovery of several hundred thousand dollars for our client, consisting of 100% of all principal, interest and attorneys’ fees due her. Continue reading
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