Burton Mitchell was quoted in Liz Weston’s LA Times “Money Talk” advice column discussing inherited IRAs on May 5, 2024. This article was republished by the San Diego Union Tribune.
Burton Mitchell was quoted in Liz Weston’s LA Times “Money Talk” advice column discussing asset disposal on February 25, 2024.
Burton Mitchell was quoted in the article, “Liz Weston: What is the ‘Double Step-up’ as Applied to Trusts, and How Does it Work?,” published by The Oregonian on August 7, 2023. This article was also published by the Palm Beach Post.
Burton Mitchell was quoted in the article, “Know the Rules for Using a Nest Egg to Buy a House,” published by the Los Angeles Times on July 30, 2023.
Burton Mitchell was mentioned in the article, “Liz Weston: Large gifts potentially reduce amount a wealthy donor can pass on to heirs tax free,” published by The Oregonian. The article was also published by The Palm Beach Post on January 22, 2023.
Burton Mitchell was mentioned in the article, “Elder Abuse Restraining Orders May Prevent Estate Planning Changes,” published by JD Supra on March 29, 2022.
Burton Mitchell was quoted in the article, “Liz Weston: Am I obligated to report the money I pay domestic help to the IRS?” published by The Oregonian. It was also picked up by The Gainesville Sun on March 20, 2022.
Burton Mitchell was quoted in the article, “Protecting your identity beyond a credit freeze,” published by the Los Angeles Times on March 13, 2022.
Burton Mitchell was mentioned in the Billboard article “Tom Petty’s Widow Files New Appeals Against Daughters in Escalating Battle Over Late Rocker’s Trust” on May 30, 2019.
Burton Mitchell was quoted in The Oregonian article “Hire a tax pro to deal with capital gain on inherited home” on May 19th, 2019.