If the IRS has determined that you owe taxes, and has assessed a penalty against you or taken collection action, you may be able to file an appeal. However, there are a variety of rules and deadlines that apply when you appeal an IRS decision. Failing to comply with...
Home / Case Studies /
CASE STUDY
E/O Hart & Hart Marital Trust
Decedent was married to his second wife at the time of his passing. Decedent executed a Power of Attorney while he was alive, naming his second wife as his agent. Children believed that second wife used the Power of Attorney to improperly transfer funds belonging to decedent and/or the Marital Trust that he created. Parties agreed to court ordered Mediation. During the mediation, parties reached a settlement regarding the accounting proceedings, compulsory accounting proceedings, Marital Trust issues and issues regarding a retirement home refund.
Use of Mediation to avoid unnecessary court costs.
Parties agreed on a settlement. Big win for our clients was getting the second wife to agree to pay out the refund early and not make our clients wait until she passed away to receive.
Have Questions?
Contact us to schedule your free consultation.
* indicates required fields
FEATURED VIDEO
Smith Legacy Law:
Your Lawyers For Life
Recent Posts
What Should You Do If You Receive an Audit Notice?
Receiving an audit notice from the IRS or state taxing authority is stressful, even if it is only alerting you of a minor issue. When you file a tax return, you represent to the government that the information is correct. However, the government has the right to...
How Can You Structure Your Business to Account for Future Ownership Changes?
When you start a business, you probably aren’t thinking about what will happen if you or another owner leaves the business. Even if years have passed since you launched, you may not have thought about a succession plan. However, it is important to plan for the future...
How to Decide Whether to Take or Defend an Appeal of a Court Decision
In litigation, judges may issue decisions after reviewing motions which can affect the parties and the outcome of the case. These motion decisions can be made while the lawsuit is still pending as well as after a judge issues a final decision on the case. A party who...
What is Fiduciary Accounting?
A fiduciary, such as the executor of an estate or trustee of a trust, is in a position of power and control over the estate or trust. As such, a fiduciary has certain legal duties to the beneficiaries of the estate or trust. One of the key responsibilities of the...
Categories
General Counsel Services
Corporate Law
Wills, Trusts and Estate Planning
Probate, Trust and Estate Administration
Philanthropic Giving and Charitable Planning
Supplemental / Special Needs Planning
Asset Protection Planning
Medicaid Asset Protection
Matrimonial Asset Protection
Guardianships and Conservatorships
Wills, Trusts and Estate Litigation
Business and Commercial Litigation
Shareholder / Owner Disputes
Tax Controversies, Appeals and Litigation
Mediation and Arbitration
Appellate Litigation