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Julie Garber

Wills & Estate Planning November 2012 Archive


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The Hobbit Goes to Court - Estate and Trust of J.R.R. Tolkien Sue Warner Bros.

Wednesday November 28, 2012
Last week the estate and trust of Professor J.R.R. Tolkien, author of The Hobbit and The Lord of the Rings trilogy, along with publisher HarperCollins, filed a lawsuit against Warner ... Read More

The Elizabeth Taylor Trust Wins Rights to Adult Entertainment Domain Name

Tuesday November 27, 2012
In 1978, actress Elizabeth Taylor assigned the rights in her name, likeness and appearance to a company she created called Interplanet Productions Limited. In addition, after Elizabeth Taylor died ... Read More

How Do We Really Want Congress to Reduce the Deficit?

Monday November 26, 2012
With U.S. income taxes and estate taxes set to increase sharply in a month and the federal debt topping $16 trillion, last week a national survey of 1,000 likely voters ... Read More

Annual Gift Tax Exclusion, NEPAW, Estate Taxes Top Wills & Estate Planning Blogs in October 2012

Wednesday November 21, 2012
The increase in the annual gift tax exclusion, National Estate Planning Awareness Week (or NEPAW for short) and lame duck estate tax moves topped the most read blogs posted in ... Read More

Is it Time to Fine Tune Your Estate Plan?

Tuesday November 20, 2012
A common mistake that I see again and again in my estate planning practice is the complacency that sets in once a client's estate planning documents are signed. While ... Read More

Revisiting 2012 Estate Tax Predictions

Monday November 19, 2012
On January 3, 2012, I posted the following four estate tax predictions for the coming year - each prediction is shown in bold and the current result is shown in ... Read More

Michael Jackson's Estate and Paul Anka Sued for $24 Million by Music Producer

Wednesday November 14, 2012
Music producer Michael Jonzun has sued the estate of Michael Jackson and singer/songwriter Paul Anka for one-third of the proceeds from the sale of the 2009 song "This is It." ... Read More

Will the 2009 Federal Estate Tax Rules Be Reinstated?

Tuesday November 13, 2012
On the heels of the re-election of President Obama comes increased speculation that the 2009 federal estate tax rules will be reinstated. Why? Apparently because the 2009 estate ... Read More

Will Actor Sherman Hemsley Finally Be Laid to Rest?

Monday November 12, 2012
Even though actor Sherman Hemsley, who portrayed Manhattan dry cleaning mogul George Jefferson from 1975 to 1985 in CBS' The Jeffersons, died from lung cancer back on July 24, his ... Read More

Ballot Measure 84 to Repeal Oregon's Estate Tax Defeated

Thursday November 8, 2012
On Tuesday voters in Oregon were given the opportunity to vote in favor of completely phasing out Oregon's estate tax by 2016. Despite all of the negative connotations associated ... Read More

Moving to Avoid Taxes? It's a Global Initiative

Tuesday November 6, 2012
I have written many times about how wealthy Americans change their state of residency to avoid income taxes and/or estate taxes: Do the Rich Move to Avoid Income Taxes and Estate ... Read More

Married Same Sex Couples Should Consider Filing Protective Tax Refund Claims

Monday November 5, 2012
On the heels of a federal appeals court decision which gives same sex married couples the same rights as heterosexual married couples when it comes to federal estate taxes, tax ... Read More

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