amanda, Author at Alpharetta, Roswell, Canton, GA | Scott Murray & Associates, P.C

It’s a Great Time to Consider a Donor Advised Fund

by amanda | Dec 2, 2023 | Uncategorized

Charitable gifts offer a great opportunity to reduce income tax liability. When a taxpayer makes a charitable contribution, typically they get an offsetting charitable income tax deduction. Unfortunately, that offsetting deduction doesn’t always end up reducing...

2023 Year-End Estate Planning Advisory

by amanda | Dec 1, 2023 | Uncategorized

We have certainly had our share of turbulent waters in the estate planning world from 2020-2022. With two significant elections, it is hard to remember a previous time with such substantial uncertainty about how tax planning and estate planning would evolve. That...

How a trustee’s unwarranted and open repudiation of the trust could result in the time barring of a breach-of-trust action brought later against the trustee

by amanda | Nov 30, 2023 | Uncategorized

In the case of a breach of trust, it is a principle of equity that the laches period, or the applicable statute of limitations period, as the case may be, does not commence to run against the beneficiary until the trustee “openly” makes the beneficiary...