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The transfer of property from one generation to the next is wrought with difficult legal and tax issues.
Questions families often grapple with include: Is mom competent to sign the house over to one child? Is dad competent to sign a trust document that excludes a different child? Is mom’s judgment colored by her daughter who lives next door to her? Is your sister who is in charge of your mother’s finances not sharing information with you? Is your brother handling the probate of your father’s estate correctly? Who’s looking over your sister’s shoulder while she is serving as power of attorney for your parents? Where are the checks and balances for your brother who is serving as trustee of your parents’ trust? Do siblings suspect you are not carrying out the wishes expected of you by your aging parents?
Caring for family members can sometimes create complicated dynamics within families. Emotional situations can breed conflict. Our attorneys approach each matter with empathy and clarity, collaborating to provide clients with the best possible advice.
Our representation can begin when family members are living or after they’ve passed – our services are full circle. We represent trustees and beneficiaries of trusts when questions exist and disputes arise, we work with parties in will contests and probate litigation matters, and we counsel agents acting pursuant to powers of attorneys to help prevent them from being sued and to defend them when they are sued. We also handle contested guardianship matters.
Our recent experience in the area of estate and fiduciary litigation includes:
Examples of estate and fiduciary litigation matters handled by Ruder Ware attorneys include:
Founded in 1920, Ruder Ware provides business, employment, estate planning, and litigation services through its offices in Wausau, Eau Claire, and Green Bay, Wisconsin. A full-service law firm, over 40 attorneys provide clients with a one-stop approach to their legal needs. Ruder Ware, Business Attorneys for Business Success.
Posted on February 17, 2021 by Shanna N. Yonke
Earlier this month, I provided a very brief overview of the estate tax in a vlog. You can view the vlog here. In this blog post, I’ll expand on estate tax basics. What is the estate tax? At its foundation, the estate tax is a tax imposed on the transfer of property upon death. It […]
Posted on February 11, 2021 by Kayla E. Murphy
With Congress still negotiating a third round of stimulus payments, you should carefully consider when to file your taxes this tax season. Tax season begins February 12th and ends April 15th. Filing your taxes earlier or later within that time period may determine whether or not you receive the third stimulus payment and how much […]
Posted on December 14, 2020 by Kayla E. Murphy
The holiday season is a time of giving! With Christmas arriving next week, you might be rushing to find last minute gifts for the special people in your life. Have you considered potential tax consequences of those gifts? The annual gift exclusion for 2020 is $15,000. This means that an individual donor may gift $15,000 […]
Peter, Paul, and Mary have done well for themselves. Each has a nice home, a seasonal residence, and a large IRA. Coincidentally, each also has an additional $11 million worth of real estate, savings, brokerage accounts, and closely-held business interests. We advised Peter, Paul, and Mary that in 2020 each has a federal gift and […]
Posted on June 24, 2020 by Shanna N. Yonke
Yesterday, the IRS issued additional guidance regarding two hot topics over the last six months: the waiver of the 2020 required minimum distributions (RMDs) from retirement plans and IRAs, and the change in the required beginning date for RMDs from age 70 ½ to age 72. Extension and Expansion of 60-Day Rollover for 2020 RMDs […]
Posted on May 7, 2020 by Melissa S. Kampmann
On the same day we published the article My Deceased Family Member Received a COVID-19 Stimulus Check, Now What? the IRS provided guidance on how to return stimulus payments that were made under the CARES Act to deceased individuals. If your deceased family member or relative received a paper check by mail, you should follow these […]
Posted on May 6, 2020 by Melissa S. Kampmann
There has been significant publicity surrounding the issue of deceased individuals receiving stimulus checks under the CARES Act. It is far more common than you may think, simply because of the speed in which our government operated to send out the payments. The stimulus checks were issued to individuals that met certain income requirements and […]
Maybe you were informed ahead of time or maybe you found out when you were first called upon to act. In any event, someone (a parent, a sibling, a friend, a neighbor) named you as their agent or attorney-in-fact under a Wisconsin power of attorney for finances. Now what? What Are Your Rights and Responsibilities? […]
Posted on April 17, 2020 by Shanna N. Yonke
In our recent blog post, The Early Bird RMD Doesn’t Get the Tax Relief Worm, we provided guidance regarding the suspension of required minimum distributions (RMDs) under the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”). We advised that if you already took your RMD for 2020, the CARES Act may allow you […]
As many churches in our area celebrated Easter in their parking lots or over video recordings, we cannot help but think what impact the coronavirus is having on not just churches but other local nonprofit organizations in our communities. Loss of jobs or lowered salaries have left many people cutting non-essential expenses, including club memberships […]