Legal Question in Wills and Trusts in Florida

florida wills and trusts

How do I draft a clause to avoid estate and income taxes on the following: lady has a estate of $3,750,000. She pays quarterly estimated taxes towards her annual federal income tax liability. She owns an interest in a partnership that holds commercial real estate in upstated NY and files a NY state income tax return as well. Lady lives in FL.


Asked on 3/28/09, 12:24 am

2 Answers from Attorneys
Robert Roemer Robert Roemer

Re: florida wills and trusts

Send me an e-mail at my address with your phone to discuss this matter further.

Sincerely,

Robert Roemer

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Answered on 3/28/09, 1:01 am
Alan Wagner Wagner, McLaughlin & Whittemore P.A.

Re: florida wills and trusts

With an estate of that size it is highly recomended that you see an estate lawyer. Getting information from an internet site, with so much at issue is not particularly smart.

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Answered on 3/28/09, 7:02 pm


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