CALIFORNIA PROBATE CENTER

The Authority for Probate Litigation and Estate Planning in California

Tax Shelter Malpractice Cases and Their Implications for Tax Compliance

“In malpractice lawsuits, taxpayers prevailed in courtrooms, around arbitration tables, and in settlement negotiations against peddlers of abusive tax shelters. This analysis illustrates how the tax shelter malpractice experience embodies many virtues that yield tax compliance. From these virtues emerge several important lessons on how to curb aggressive tax planning. Evident from these virtues and [...]

Will and Trust Provisions Against Public Policy

“This is a fun topic. Are there public policy limits to how you can give away your property in your Will or trust? The answer is yes . . .” [Death and Taxes Blog]

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