Estate Planning

Tax Court rules that transferred properties were includible in taxpayer’s estate

A taxpayer must “substantially prevail”

Measuring an advisor’s expertise

Agricultural land and commodity prices and the Applicable Exclusion increase

Court may consider a fiduciary’s behavior, including conduct subsequent to the applicable fee period, to determine whether to reduce or disallow what’s due

Wisconsin Supreme Court affirms the distinction between “annulment” and a judicial declaration of “void”

  Brian M. Travers Firm: Travers & Associates City: Hauppauge, N.Y. Age: 41   Brian M. Travers’ wife, Michelle, a first grade teacher at a school with an economically diverse population, would often come home with stori...