Estate Law Author

Sydney Russell-Hall

Sydney Russell-Hall is a seasoned estate law attorney with expertise in estate taxation and gift tax planning. She has helped numerous clients navigate complex tax issues and has a deep understanding of the complexities of estate taxation.

Credentials

J.D., University of Washington, LL.M. in Taxation

15+ yearsEstate TaxationGift Tax Planning

Articles by Sydney Russell-Hall

Are Checks Written Before Death Still Valid?What Is a Successor Owner in a 529 Plan?How to Set Up an Offshore Trust When to File IRS Form 2031 for a Non-Citizen Spouse How Are Trust Fund Fees Calculated and Allocated?What Is a Beneficial Interest in Assets Held by Others?¿Qué es un Living Trust y cómo funciona?Is the Generation-Skipping Transfer Tax Exemption Portable?How a Credit Shelter Trust Works for Estate Taxes How a Grantor Retained Unitrust Works The Bryn Mawr Trust Approach to Wealth Management How to Draft a Legally Sound Trustee Acceptance Letter How to Insure a House Owned by a Trust What Are the Notice Requirements Under SCPA 1409?Disclaimer Trust vs. Credit Shelter Trust What Is Legacy Insurance for Estate Planning?When Is an LLC Owned by a Trust a Disregarded Entity?Inherited IRA RMD Rules: What Beneficiaries Need to Know How to Calculate How Much Estate Tax You Will Pay When Is a Power of Appointment Included in the Estate?How to Complete a Change of Trustee Form How to Create a Quitclaim Deed With a Life Estate What Are the Duties and Risks of a Coexecutor?What Happens to the Estate Tax Exemption When One Spouse Dies?What Is a 2652(a)(3) Reverse QTIP Election?How to Make a 2632(c) Election on Form 709 How the Title of a Brokerage Account Affects Ownership Is There an Early Withdrawal Penalty on an Inherited IRA?Ownership of a Partnership Interest by an Estate or Trust How Does Money Gifted in a Will Get Paid Out?