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Tag: trust

IRS Tax Lien Did Not Attach to Trust Property

June 7, 2016May 30, 2019 Houston Tax Attorney

In Duckett v. Enomoto, Dkt No. 2:14-cv-01771, the U.S. District Court in Arizona concluded that a Federal tax lien for taxes owed by a trust beneficiary did not attach to the entire trust. This issue often comes up in IRS… Read More

IRS Debts, IRS Liens & Levies, Tax ProcedureIRS collections, IRS levy, IRS lien, trust

The Private Trust Company

July 13, 2008April 23, 2019 Houston Tax Attorney

The IRS recently released Notice 2008-63 in advance of a formal Revenue Ruling. This Notice provides guidance on the federal tax implications of private trust companies and similar trust arrangements. Notice 2008-63 confirms that private trust companies generally do not… Read More

Federal Income Taxestate tax, trust

Deducting Investment Advisor Fees Paid by Trusts

October 23, 2006January 5, 2019 Houston Tax Attorney

There has been a split in the various circuit courts of appeals regarding the deductibility of investment advisor fees paid by trusts. The Second Circuit Court of Appeals, in William Rudkin Testamentary Trust v. Commissioner of Internal Revenue, recently held… Read More

Federal Income Tax, Tax, Tax Deductionstax deduction, trust

Trust as the IRA Beneficiary

October 1, 2005January 5, 2019 Houston Tax Attorney

I continue to hear a number of financial planners, accountants and even attorneys say, “Don’t name a trust as the beneficiary of an IRA. ” The rationale is that naming individuals as the IRA beneficiary is preferable because the individual… Read More

Federal Income Tax, Retirement Accounts, Taxbeneficiary, trust

Estate & Trust Attorneys Will Increasingly be Subject to Malpractice Actions Brought by Beneficiaries

August 11, 2005December 16, 2018 Houston Tax Attorney

It is now well established that a plaintiff s attorney should be subject to malpractice liability for not proposing a structured settlement annuity versus a lump sum payment to their injured clients and for not seeking the advice and assistance… Read More

Federal Income Taxmalpractice, tax attorney, trust

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