Client Secures Six-Figure Inheritance Tax Refund Following Strategic Review
Lamson Dugan & Murray LLP recently helped a client recover a six-figure inheritance tax refund after identifying that a previously filed tax return failed to account for a statutory qualification that applied to the client’s circumstances.
Led by Monte Schatz, the matter involved a detailed review of the original inheritance tax filing and the underlying facts surrounding the client’s eligibility. Once it became clear that the tax had been assessed without full consideration of a qualifying exemption, the team pursued corrective action to seek a refund on the client’s behalf.
The effort required extensive legal analysis, strategic advocacy, and careful preparation to present the matter effectively. As part of that process, Law Clerk Guadalupe Chairez made significant contributions through comprehensive legal research and the drafting of a supporting legal brief that helped advance the client’s position.
“This was a situation where taking a closer look made all the difference,” Schatz said. “It’s a strong reminder that even after a tax has been filed, there may still be opportunities to correct the outcome when the law and the facts support it.”
The successful refund underscores the importance of thorough estate planning and careful attention to inheritance tax issues, particularly where statutory exemptions may apply. It also reflects LDM’s collaborative approach, pairing experienced attorneys with motivated law clerks and associates who are entrusted with meaningful, hands-on responsibility from the outset.
Clients with questions about inheritance tax or who are considering proactive estate planning are encouraged to contact Lamson Dugan & Murray LLP to learn how the firm can help protect their interests.
