Falk, Cornell & Associates, LLP

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Will Invalid Due to Undue Influence

August 12, 2016 by Mary S. Falk, Estate Planning Attorney

Will Invalid Due to Undue Influence Eva Johanna Rova Barnes (“Eva”) was born on July 17, 1916. She grew up on a parcel of land that was homesteaded by her parents. The property included a residence, … [Read more...]

New Basis Reporting Requirements

August 12, 2016 by Mary S. Falk, Estate Planning Attorney

New Basis Reporting Requirements The IRS has long held that some taxpayers were cheating the system, claiming a low value for an asset on the estate tax return, while claiming a higher value for … [Read more...]

Courts Disagree on Intent of Marie Callender Heir

August 12, 2016 by Mary S. Falk, Estate Planning Attorney

Courts Disagree on Intent of Marie Callender Heir Donald W. Callender was heir to the royalties from the Marie Callender restaurant chain. Donald passed away in 2009, leaving his wife, Catherine T. … [Read more...]

Protect Against Creditor Claims – Even Tax Liens

July 29, 2016 by Mary S. Falk, Estate Planning Attorney

In U.S. v. Adent, 117 AFTR 2d 2016-1505 (7th Cir. 5/10/16), Leonard and Joyce Advent owned a commercial property as joint tenants with their son, Derek. Leonard and Joyce owed tax to the federal … [Read more...]

Electing Portability Treatment

May 31, 2016 by Mary S. Falk, Estate Planning Attorney

Electing Portability Treatment Every person is entitled to give away a certain amount of money tax-free, either during life or at death. The amount has varied over the years due to acts of Congress, … [Read more...]

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865 Laurel Street, Suite 4
San Carlos, CA 94070
United States (US)
Phone: (650) 463-1550
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