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Estate Planning Expand / Collapse
This discussion forum is supported by the CalCPA Estate Planning Committee and the Los Angeles Chapter Estate Planning Committee

Disclaimer for Estate Planning Forum
The Estate Planning Forum is provided as a general informational source. Information provided is general in nature and is not intended to constitute tax, legal or other professional advice in any particular matter. Information provided in this Forum is provided as a resource to estate planning professionals who shall independently verify any information provided. The responses provided herein are not intended to be used by an end user, and responses in this Forum do not create a CPA-client, attorney-client, or other professional-client relationship.
All persons posting questions or answers on this forum represent that they are estate planning professionals.
The responses are intended for informational purposes only,and are not intended as tax, legal or other advice. The responses are not intended to provide an exhaustive explanation of the law and its many exceptions.


Need help posting to the forum? Please refer to the FAQpages.
Archived posts can be found hereand here.

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Estate Planning Expand / Collapse
TitleStarted ByRepliesViewsLast Post
Topic (New Replies)
Related Party Loss  

Anonymous 0 4 Today @ 2:34:16 PM
Last Post By: Anonymous
Topic (New Replies)
Below market stock repurchase option involving family members  
Question about application of IRC 2703 and other issues

sean39 0 40 2/16/2010 6:08:07 PM
Last Post By: sean39
Topic (New Replies)
CRT owned annuity distributions when no income in annuity  

dharriger 0 27 2/16/2010 9:44:50 AM
Last Post By: dharriger
Topic (New Replies)
NEW CalCPA Estate Planning Forum  
Visit the new CalCPA Estate Planning Forum Today

Anonymous 1 1,975 1/27/2010 3:47:01 PM
Last Post By: Anonymous
Topic (New Replies)
Filing first trust tax return  

Rob 2 268 1/10/2010 3:15:14 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
National Tax Training School  

Tiffany Pillsbury 5 761 1/8/2010 7:29:46 AM
Last Post By: pencil787
Topic (New Replies)
Final year of estate  

HWilliams 1 87 12/18/2009 9:58:27 PM
Last Post By: John Jacobson
Topic (New Replies)
PASS THROUGH OF 1231 LOSS TO ESTATE BENEFICIARIES  

Rob 5 351 12/10/2009 1:27:17 PM
Last Post By: Rob
Topic (New Replies)
Conservatorship for married couple  
Should report be combined, or two separate reports?

Bill 6 140 12/1/2009 6:04:37 PM
Last Post By: Bill
Topic (New Replies)
CRUT payout, no income and illiquid assets  

Linda Williams 1 83 12/1/2009 5:22:43 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Oops, my post was generated twice  

Linda Williams 0 54 12/1/2009 10:57:38 AM
Last Post By: Linda Williams
Topic (New Replies)
Unitrust distribution, when no income  

Linda Williams 0 72 11/24/2009 1:39:48 PM
Last Post By: Linda Williams
Topic (New Replies)
Which schedule on 706 do you report real property titled "Community property with right of survivorship"?  

Mike Hagedorn 4 176 11/13/2009 5:29:18 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
GST trust as beneficiary of Roth IRA  

Anonymous 3 152 11/5/2009 1:48:35 PM
Last Post By: Anonymous
Topic (New Replies)
Can a surviving spouse disclaim property that is owned by the survivor in his survivor's trust?  

Mike Hagedorn 1 341 11/4/2009 8:20:53 PM
Last Post By: John Jacobson
Topic (New Replies)
Unfunded Bypass trust  

Anonymous 7 1,703 10/22/2009 6:31:39 PM
Last Post By: Anonymous
Topic (New Replies)
Property tax reassessment for a somewhat complicated situation  

Mike Hagedorn 6 169 10/16/2009 4:11:05 PM
Last Post By: John Jacobson
Topic (New Replies)
Interest due on amended 706  

nteplin 1 117 10/9/2009 1:02:49 PM
Last Post By: Donita Joseph
Topic (New Replies)
Schedule R on form 706  

Susan E. Cohen 3 214 10/9/2009 10:35:51 AM
Last Post By: Donita Joseph
Topic (New Replies)
electonic refund for decedent  

Anonymous 1 113 10/8/2009 4:15:08 PM
Last Post By: Mary Kay Foss

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