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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)
GST trust as beneficiary of Roth IRA  

Anonymous 3 25 2 days ago @ 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 20 11/4/2009 8:20:53 PM
Last Post By: John Jacobson
Topic (New Replies)
Unfunded Bypass trust  

Anonymous 7 1,183 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 73 10/16/2009 4:11:05 PM
Last Post By: John Jacobson
Topic (New Replies)
Conservatorship for married couple  
Should report be combined, or two separate reports?

Bill 0 20 10/13/2009 2:40:48 PM
Last Post By: Bill
Topic (New Replies)
Interest due on amended 706  

nteplin 1 54 10/9/2009 1:02:49 PM
Last Post By: Donita Joseph
Topic (New Replies)
Schedule R on form 706  

Susan E. Cohen 3 141 10/9/2009 10:35:51 AM
Last Post By: Donita Joseph
Topic (New Replies)
electonic refund for decedent  

Anonymous 1 58 10/8/2009 4:15:08 PM
Last Post By: Mary Kay Foss
Hot Topic (New Replies)
Looking for IRS Publication 904 (out of print)  

Anonymous 10 1,219 9/24/2009 6:09:32 PM
Last Post By: Anonymous
Topic (New Replies)
annual valuations of an LLC within a intentially defective grantor trust??  
Are annual evaluations of an LLC within a IDGT required by law or regulatory agency (OCC)

Anonymous 1 106 9/20/2009 6:10:22 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Loss on sale of residence  

HWilliams 7 179 9/11/2009 11:42:39 PM
Last Post By: John Jacobson
Topic (New Replies)
Sec 121 for trust property  

cpabob 0 68 9/11/2009 1:42:24 PM
Last Post By: cpabob
Topic (New Replies)
Amended 706  

HWilliams 1 96 9/7/2009 7:40:37 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
IRC Section 642 set aside deduction  

Anonymous 3 131 9/2/2009 9:05:01 AM
Last Post By: Mike Hagedorn
Topic (New Replies)
protective claim for refund  

Anonymous 1 156 8/20/2009 9:50:47 PM
Last Post By: Anonymous
Topic (New Replies)
property tax deduction on the 706  

Anonymous 1 103 8/11/2009 6:10:26 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Personal expenses paid by an FLP  

kruspodin 1 141 8/6/2009 12:14:10 PM
Last Post By: John Jacobson
Topic (New Replies)
Does a GRAT file its own tax return?  
GRAT tax return

title26usc 3 241 8/4/2009 11:16:37 PM
Last Post By: Anonymous
Topic (New Replies)
Gift Loans  

Anonymous 1 134 8/3/2009 9:55:04 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
Court Accounting Preparation Software...Does it exist?  

Susan Woods 6 298 7/30/2009 9:17:06 AM
Last Post By: Allmon

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