Friday, July 12, 2013

James Gandolfini's will

"Tax disaster" says New York Daily News.

"Questionable planning, terrible reporting" responds estate planning attorney Jay Brinker.

I have additional details, but they are behind the Tax Analysts paywall.  Look for a discussion of the Gandolfini will in the next issue of Merrill Anderson's Investment and Trust Newsletter.

I'll give you our punchline now. We wouldn't be posting or writing about Mr. Gandolfini's estate plans if only he'd used a living trust—a point made also by Attorney Brinker.

1 comment:

JLM said...

Without knowing how much he set aside for his wife outside the will, it's difficult to assess the "tax disaster." You can read Gandolfini's will here.