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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.


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Archived posts can be found hereand here.

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Estate Planning Expand / Collapse
TitleStarted ByRepliesViewsLast Post
Topic (New Replies)
Estate tax charitable deduction question  

TerriH 2 748 11/13/2006 9:36:54 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Early Distribution From Bypass Trust ?  

gbhwc 2 688 11/10/2006 10:07:58 AM
Last Post By: John Jacobson
Topic (New Replies)
distribution of trust property for re-fi  

Anonymous 1 483 11/7/2006 10:00:37 AM
Last Post By: John Jacobson
Topic (New Replies)
Form 706 Schedule F  

Anonymous 1 577 11/7/2006 8:16:29 AM
Last Post By: H. E. Hartman CPA
Topic (New Replies)
706 Filing to Run Statute Of Limitations  

Anonymous 5 1,434 11/6/2006 9:38:06 AM
Last Post By: Allmon
Topic (New Replies)
family trust as contingent beneficary  

Anonymous 1 584 10/29/2006 6:36:20 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Estimated income taxes for an estate with a fiscal year ending  

Anonymous 2 371 10/26/2006 1:21:26 PM
Last Post By: Anonymous
Topic (New Replies)
joint tenancy taint  
on properties transferred to living trust

Allmon 7 639 10/24/2006 4:34:26 PM
Last Post By: Allmon
Topic (New Replies)
706 on extension  

Anonymous 1 386 10/23/2006 3:51:06 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Form 8855 incomplete??  

Anonymous 4 1,059 10/5/2006 11:51:15 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
1041 trust income allocation  
allocation of income to deceased befeficiary and remainder

mafree1 2 682 10/4/2006 9:45:07 AM
Last Post By: Anonymous
Topic (New Replies)
Trust for Grandchild in 1989  
Whether Trust used any GST exemption

Bill 2 455 10/4/2006 8:58:25 AM
Last Post By: Bill
Topic (New Replies)
CANADIAN INCOME TRUSTS WITHHOLDING  

jvinso 1 668 10/3/2006 7:52:03 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Bond Premium Amortization  
Taxable income, accounting income, DNI

Rated 4 stars based on 1 vote
phyl 5 1,250 10/3/2006 10:34:46 AM
Last Post By: Bill
Topic (New Replies)
Inherited tax exempt bonds  

Anonymous 4 1,045 9/29/2006 11:26:12 AM
Last Post By: Bill
Topic (New Replies)
Missed 2nd extension for 1041-A and Form 5227  

phyl 3 527 9/22/2006 4:09:34 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Conversion of Nondeductilbe IRA Contributions to a Roth IRA  

John R. Woodford 3 581 9/15/2006 8:38:43 AM
Last Post By: Anonymous
Topic (New Replies)
Fiduciary accounting  

Anonymous 5 911 9/8/2006 10:18:21 PM
Last Post By: Anonymous
Topic (New Replies)
ownership question  
california real estate

Allmon 2 499 9/8/2006 3:26:05 PM
Last Post By: Allmon
Topic (New Replies)
Can a trustee gift a QTIP Trust to its remaindermen?  

Mike Hagedorn 1 458 9/6/2006 1:39:15 PM
Last Post By: John Jacobson

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