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2021 Year-End Estate Planning Advisory - Tax

During 2021, COVID-19, the new Biden administration, the Tax Cuts and Jobs Act (TCJA), the Coronavirus Aid, Relief and Economic Security Act (CARES ACT), the American Rescue Plan (ARP), .

Estate Planning: 2021 Year-End Considerations

During 2021, COVID-19, the new Biden administration, the Tax Cuts and Jobs Act TCJA, the Coronavirus Aid, Relief and Economic Security Act CARES ACT, the American Rescue Plan ARP, and the uncertainty about the Build Back Better Plan BBB dominated the planning landscape.

Court May Compel Mediation of California Trust Disputes | Downey Brand LLP

To embed, copy and paste the code into your website or blog: Trust and estate litigators, and mediators, are buzzing over a recent decision from the California Court of Appeal that validates mandatory mediation of trust disputes. In Breslin v. Breslin (Case No. B301382, decided January 26, 2021), the appellate court held that a California probate judge may order the private mediation of trust disputes and then disallow the objections of any nonparticipating parties to a settlement agreement reached in mediation. The upshot of the case, assuming the opinion becomes final, is that probate judges may be more inclined to require pre-trial mediation and parties will need to participate to avoid waiving their beneficial interests.

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