Amy Feldman of Reuters provides an interesting look into the ever changing world of estate tax law in this article about the Tweten family of California’s legal battle here. Though the article specifically refers to a case dealing with wealthy clients, it helps demonstrate the importance of making sure your will and trusts are up to date and mindful of the constantly changing nature of estate tax law in order to avoid the kind of legal mess they ended up in the middle of.
Tags: Tweten Family, California Probate Court, Estate Planning, Estate Tax Law, Federal Estate Tax, Reuters
Amy Feldman (2012), Dramatic estate tax battle delivers fresh lessons. Reuters. Retrieved 8/12/2012 from https://www.reuters.com/article/2012/07/31/us-column-feldman-idUSBRE86U1J120120731