trust Archives - Kevin J. Moore & Associates

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Kevin J. Moore Speaks to Provisors Pasadena II Group About the ABC’s of Living Trusts

Provisors Pasadena II Group

Kevin J. Moore recently spoke to Provisors Pasadena II group about the ABC’s of living trusts. He discussed the estate tax law changes that became effective in 2011 and how that necessitated changes in the structure of living trusts post-2011. Living trusts are now structured in new ways. Under pre-2011 estate tax law, you may have created a B Trust, or an A,B,C, Trust, now there is more of a […]

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North Carolina Loses in Trust Tax Case, Supreme Court Rules

U.S. Supreme Court Rules in North Carolina Trust Tax Case

The Supreme Court ruled in North Carolina Department of Revenue v. Kimberley Rice Kaestner 1992 Family Trust that a state does not have the authority to tax a trust’s undistributed income solely because the beneficiary resides in that state. This case potentially had far reaching implications if the unanimous decision was ruled in favor of North Carolina. States often seek new avenues of revenue through taxation but The Kimberley Rice […]

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What You Need To Know About Lack Of Capacity To Create Or Change A Will Or Trust In California

Last Will and Testament Litigation Case

We regularly litigate cases involving allegations that a family member or other caregiver convinced an elder with dementia to change their trust or will in order to cut someone out or get a bigger share for themselves. A will or trust that has been changed can, however, often be reversed and assets can be recovered if you can show that the person should not have been allowed to make those […]

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