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Seeking Memo for Estate Planning Matters
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Legal > Wills, Trusts and Estates

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The client has made the following changes to the job.

Description
Date

Job awarded.

Apr 21, 2010
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Job Description

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  • Posted: Thu, Apr 15, 2010
  • Time Left: Closed
  • Location: Anywhere
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  • Start: Immediately
  • Budget: Less than $500
  • Fixed Price Job
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Client is a widow with 2 grown children. (son is engaged currently, no grandkids at this time). She had thorough estate planning work done when her husband was alive and when he died, she inherited 1/2 the estate through community property and 1/2 through the living trust they had in place. The old living trust had a bypass trust, and several sub trusts to avoid tax complications, so essentially, she (client) barely paid any estate taxes. Now she is concerned that her children will pay (more when/if she dies).


Here is what I need from an estimate from you :

1.) Memo (after reviewing all of clients documents) on what the best course of action for her is to minimize her estate taxes (There is a new trust in place with her kids already) under current estate planning/probate laws in California

and 2.) also include in the memo what we need to do in regards to all her corporate entities/assets/ when ,if she should fund them into the trust.

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Desired Skills
Trusts Estates and Wills
Job ID: 19705676
Proposals
Avg $ | High $ | Low $ — Show Pricing
  • Submit Date (Latest)

 United States  |  
California Bar Certified Attorney specializing in: -Estate Planning -Conservatorships -Real Estate Law -Civil Litigation -Probate and Trust...
1
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 5.0   |  $753 Earnings   |  1 Jobs
Bid ID: 19761507  |  Submitted: Apr 21, 2010 18:01 ET 
Proposal SEALED

Avish Sharma      
Avish Sharma's identity has been verified.  Learn More
 India  |  
To be AMAZED, please check our lifetime projects! Prodigy Legal, founded in 2006 by experienced Indian lawyers and affiliate US Attorneys'...
1
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 0.0   |  $210 Earnings   |  4 Jobs   |  2 verified credential(s)
Bid ID: 19732965  |  Submitted: Apr 19, 2010 08:05 ET 
Proposal SEALED

 United States  |  
Winner
As a former business owner, I concentrate my practice on all aspects of small business representation with a focus on tax-related matters...
3
  |  
 0.0   |  $0 Earnings   |  0 Jobs
Bid ID: 19714191  |  Submitted: Apr 16, 2010 11:43 ET 
Delivery
Within 2 weeks
$375.00
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