Tax Aspects of Contested Estates

Will Contests and Their Tax Implications

Curtis E. Shirley's Article on Tax Aspects of Contested Estates

At the Indianapolis Law Office of Curtis E. Shirley, Mr. Shirley draws upon his knowledge of estate litigation to help individuals, families, and other attorneys in matters related to the tax aspects of contested estates. Contested estates and resulting tax issues can arise from:

• Will contests
• Trust contests
• Tortius Interference with Inheritances
• Contested guardianships

Each of these matters has tax implications that must be considered when deciding to contest a will, trust, or guardianship. Mr. Shirley advises clients throughout Indiana and the United States on the tax aspects of contesting an estate. To schedule an appointment for a free initial consultation, contact his law office, The Law Office of Curtis E. Shirley.

Tax Implications of Will and Trust Contests

When attorney Curtis Shirley counsels an individual or advises a fellow attorney on the advisability of contesting an estate, he considers questions such as:

• If a will contest is successful, will the resulting tax liability reduce the amount of inheritance significantly?
• If gift of money is made in lieu of child support payments to an ex-spouse, what are the tax implications? What rights does the ex-spouse then have under the will?
• If a child elects to receive a specific amount of money now rather than claiming an inheritance later on, will he or she be liable for gift tax? Does the child relinquish all standing to contest a will or trust in the future by accepting the gift?

Contact an Estate Litigation Lawyer to Learn About the Tax Implications of Contesting an Estate

Attorney Shirley has many years of nation-wide experience in estate litigation and in estate planning. Accordingly, he is the lawyer to call about the tax implications of contesting an estate. He advises people to avoid a trust or will contest if they do not understand the tax consequences. Contact Curtis E. Shirley in Indianapolis, Indiana, to learn how he can help you analyze your options and minimize your tax liability in a will, trust, or other estate contest.