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<p class="MsoNormal"><span style="color:#1F497D">Young client’s father recently passed away. His dad had some issues with the IRS, including having had the IRS seize his personal checking account approximately a year ago. The son does not know how much is/was
owed to the IRS or how much was taken from the account. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Client and his brother are only heirs and are named beneficiaries on $100,000 life insurance policy and $36,000 IRA. There are no other assets whatsoever.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Can the IRS come after these funds or are they exempt?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Thanks in advance for your input.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Amy<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="text-autospace:none"><i><span style="font-size:20.0pt;font-family:"Monotype Corsiva";color:#1F497D">Amy J. Goertz, J.D.<o:p></o:p></span></i></p>
<p class="MsoNormal" style="text-autospace:none"><b><span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:#1F497D">Elder Law Group PLLC<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">207 W. Nora Avenue<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Spokane, WA 99205-4848<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Phone: 509.468.0551<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Fax: 509.465.9116<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Email:
<a href="mailto:amy@elgwa.com"><span style="color:#0563C1">amy@elgwa.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D"><a href="http://www.elderlawgroupwa.com/"><span style="color:#0563C1">www.ElderLawGroupWA.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#C00000">Confidentiality Note:</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D"> The preceding e-mail message
(including any attachments) contains information that may be confidential, protected by applicable legal privileges, or constitute non-public information. It is intended to be conveyed only to the designated recipient(s). If you are not an intended recipient
of this message, please notify the sender by replying to this message and then delete it from your system. Use, dissemination, distribution or reproduction of this message by unintended recipients is not authorized and may be unlawful.
<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we hereby inform you that any U. S. tax advice
contained in this communication (including attachments, if any) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party
any matter addressed herein.</span><span style="color:#1F497D"><o:p></o:p></span></p>
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