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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)
FAIR MARKET DATE OF DEATH VALUE OF REAL ESTATE  
ACCEPTABLE APPRAISALS FOR FORM 706

Brian1 2 745 3/9/2006 7:36:13 PM
Last Post By: Brian1
Topic (New Replies)
joint tenancy, life estate, pecuniary bequests  

JCHWONG 1 1,305 3/6/2006 8:25:50 PM
Last Post By: John Jacobson
Topic (New Replies)
Amended gift tax return amount to 706  

Anonymous 4 831 3/6/2006 12:38:57 PM
Last Post By: Linda Williams
Topic (New Replies)
Short sales prior to death  

Anonymous 1 420 3/3/2006 5:25:03 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Distribution of stock held in Life Insurance Trust  

Linda Williams 1 814 3/3/2006 5:21:31 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Partial Release of property reported on a 706  

Linda Williams 1 623 3/3/2006 11:10:58 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
Administrative Trust CA Apportionment  

K Kobata 3 672 3/1/2006 8:41:58 PM
Last Post By: John Jacobson
Topic (New Replies)
Financial Power of Attorney and "Living Trusts"  
Assisting Elders

Anonymous 1 961 3/1/2006 12:55:32 PM
Last Post By: John Jacobson
Topic (New Replies)
Annuity rollover to special needs trust  

Anonymous 1 933 2/23/2006 5:13:47 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Aliens  
Issues regarding Non-Resident Aliens

SCV CPA 0 484 2/22/2006 7:56:55 AM
Last Post By: SCV CPA
Topic (New Replies)
Charitable Remainder Unitrust filing requirements  

jphan 1 662 2/21/2006 1:53:51 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Estate/Probate-Attorney disappeared  

John Levy 4 636 2/19/2006 10:35:41 PM
Last Post By: Anonymous
Topic (New Replies)
IRA Named to Trust  

stlcpa 4 1,288 2/8/2006 7:10:16 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Gift valuations  

gseigel 1 513 2/8/2006 6:40:56 PM
Last Post By: Richard Cassidy
Topic (New Replies)
reporting CRUT on 706  

Richard Cassidy 2 615 2/6/2006 8:25:57 AM
Last Post By: Richard Cassidy
Topic (New Replies)
Life Estate Interest  
Step up in basis upon death

Anonymous 1 407 2/1/2006 12:04:25 PM
Last Post By: Anonymous
Topic (New Replies)
Gift of asset held in Revocable Trust and Bypass Trust  

Linda Williams 2 594 1/25/2006 8:52:02 PM
Last Post By: Allmon
Topic (New Replies)
basis step-up  

Anonymous 1 646 1/19/2006 3:17:10 PM
Last Post By: Allmon
Topic (New Replies)
Asset step-up w/754 election  

LindaN 0 776 1/19/2006 1:11:24 PM
Last Post By: LindaN
Topic (New Replies)
Administrative Trust  

Anonymous 2 730 1/18/2006 2:54:36 PM
Last Post By: John Jacobson

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