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Home » BLOG » Don’t Get Cute With the IRS

Don’t Get Cute With the IRS

March 19, 2014 by Stephen A. Mendel, Estate Planning Attorney

People often try to get a little bit too cute in ways to avoid taxes. This is true whether they are paying taxes now or whether they are trying to avoid taxes on their estates after they die. Unfortunately, the IRS does not give bonus points for looks. Trying to be cute, will result in trouble. No one wants trouble with the IRS, so talk to your estate attorney about making sure you do things right.

One recent example of not doing things the right way is what happened to former Yankees pitcher Dave LaPoint. While he was pitching, LaPoint entered into a post-nuptial agreement that said he had to fund an account for his spouse every year that he was in Major League Baseball. It became part of his estate plan because the agreement stated that the benefit accrued to his spouse’s heirs and beneficiaries. Unfortunately for LaPoint when  he tried to claim this as alimony on his taxes, the IRS disallowed the claim.

What should have LaPoint done differently? He should have talked to an estate planning attorney. A basic rule of tax law is that anything that can be assigned after the death of the payee, the spouse in this case, is not alimony for tax purposes. Make sure you talk to an experienced estate planning attorney to avoid these types of mistakes.

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Stephen A. Mendel, Estate Planning Attorney
Stephen A. Mendel, Estate Planning Attorney
Mr. Stephen Mendel is an attorney who focuses a substantial part of his practice on estate planning. Mr. Mendel’s guiding principle is to provide his clients with quality legal services tailored to each client’s specific needs and goals.
Stephen A. Mendel, Estate Planning Attorney
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Filed Under: Tax Tagged With: estate attorney, estate plan, Estate Planning, estate planning attorney, estates, financial planning, heirs and beneficiaries, probate

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About Stephen A. Mendel, Estate Planning Attorney

Mr. Stephen Mendel is an attorney who focuses a substantial part of his practice on estate planning. Mr. Mendel’s guiding principle is to provide his clients with quality legal services tailored to each client’s specific needs and goals.

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