Neal Nusholtz's
Tax Guidance
The One Big Beautiful Bill Act introduces new limitations on certain itemized deductions, potentially affecting the taxation of trusts and distributions to beneficiaries. The Joint Committee on Taxation’s Bluebook interpretation raises concerns about double taxation and whether Beneficiary Deemed Owner Trusts (BDOTs) may provide an alternative. The "Bluebook" states that this limitation also applies to estates and trusts.
Alan A. May's
Probate Law Case
Summaries
Trying to obtain guidance, special fiduciary in a trust matter filed a petition for instruction. The petition addressed a possible improper withdrawal from an estate account, a minor as a caregiver and a potential conflict of interest. The Court suspended the guardian and approved a company as special fiduciary in the guardianship matter.
Kemp Klein Law Firm Success Stories
Kemp Klein Attorneys Joseph P. Buttiglieri and Robert S. Zawideh secured a $4.2 million settlement for disinherited plaintiffs in a will dispute involving an estate valued at approximately $21 million. After litigation, the parties agreed to a 60/40 division of the estate, with 40% allocated to a group excluded from the final will. Arbitration and mediation resulted in a substantial recovery for the disinherited nieces.
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