Los Angeles Real Estate Litigation Lawyer Jeffer Mangels Butler & Mitchell LLP Home
Burton Mitchell was profiled in the Baruch Alumni Magazine on November 29, 2018.
Burton Mitchell co-authored an article published recently by the California Trusts and Estates Quarterly entitled "To Bypass or Not Bypass, That is the Question: Using a Formula General Power of Appointment Clause to Address New Estate Planning Uncertainties."
Jill Henderson and Burton Mitchell’s article titled “Top 10 Estate Planning Mistakes (Part 2 of 2)” was published by the Elite Advisor Forum. The article begins below. For Part 1, click here. Top 10 Estate Planning Mistakes (Part 2 of 2) By Burton Mitchell and Jill Skinner This article was first published as a two-part […]
Jill Henderson and Burton Mitchell’s article titled “Top Ten Wealth Planning Mistakes (Part 1 of 2)” was published in the Elite Advisor Forum. Part 1 begins below. Top 10 Estate Planning Mistakes (Part 1 of 2) By Burton Mitchell and Jill Skinner This article was first published as a two-part series by the Elite Advisor […]
Burton Mitchell and Elaine Leichter’s article titled, “The Top 10 Reasons 21st-Century Couples Should Consider a Prenuptial Agreement: Part 2” was published by the Elite Advisor Forum. To read part 1, click here. To view this article as a pdf, click here. In Part 1 of this two-part series, we discussed five of the top […]
Elaine Leichter and Burton Mitchell’s article, “The Top 10 Reasons 21st Century Couples Should Consider a Prenuptial Agreement,” was published by the Elite Advisor Forum. To read part 2, click here. To view this article as a pdf, click here. As a savvy financial advisor, you’re aware that spouses are not mere roommates. They are […]
Burton Mitchell‘s article titled “GRATs: Time Is Running Out” was published in the Elite Advisor Forum. To view this article as a pdf, click here. “By transferring appreciating assets to a GRAT, individuals may transfer those assets free of gift or estate taxes, provided the grantor outlives the GRAT annuity term and the transferred assets […]
OFFSHORE ACCOUNT AMNESTY PROGRAM UBS has agreed to give the IRS a list of more than 4,450 names of U.S. persons with UBS Swiss bank accounts. Whether or not your name appears on the UBS list, if you had an unreported offshore account (with UBS or otherwise) at any time during the past six years, […]
Taxpayers with unreported income from offshore accounts now have until October 15, 2009 to voluntarily disclose that information to the IRS. This one-time extension — from September 23, 2009 to October 15, 2009 — will allow taxpayers and their attorneys to prepare the necessary documentation to qualify for the special penalty provisions. As we reported […]
