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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)
duplicate marital deduction?  

Anonymous 3 876 7/14/2006 11:21:09 AM
Last Post By: Anonymous
Topic (New Replies)
Form 1041 Depreciation  

Mary Kay Foss 2 809 7/12/2006 12:46:32 PM
Last Post By: Anonymous
Topic (New Replies)
Filing K-1's  

Anonymous 6 1,006 6/30/2006 3:11:01 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Termination of CRUT - undistributed capital gains  

Richard Cassidy 4 806 6/29/2006 11:45:14 AM
Last Post By: Allmon
Topic (New Replies)
Joint Tenancy "For Convenience Only" for Married Couple  

Donita Joseph 4 979 6/29/2006 11:12:49 AM
Last Post By: Anonymous
Topic (New Replies)
Archive of old forum?  

Anonymous 3 735 6/29/2006 9:19:29 AM
Last Post By: Allmon
Topic (New Replies)
CHARITABLE GIFT ANNUITY  

Anonymous 1 888 6/12/2006 6:59:29 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
credit on tax for prior transfers  
on estates of deceased and surviving spouse

Anonymous 1 651 5/18/2006 8:39:26 AM
Last Post By: John Jacobson
Topic (New Replies)
Use of Probate Referee Values on 706  

Anonymous 2 870 5/13/2006 6:04:39 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Removing Residence From Bypass  

gbhwc 5 1,030 5/3/2006 9:03:41 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Use Of Alternative Valuation Date Requires The Filing Of Form 706?  

Cheryl Costa 1 940 5/1/2006 7:03:15 PM
Last Post By: John Jacobson
Topic (New Replies)
QTIP  

Dul 1 770 4/25/2006 1:11:12 PM
Last Post By: Anonymous
Topic (New Replies)
Any file requirements for generation skipping transfers less than 1.5 million?  

Anonymous 3 772 4/20/2006 3:43:32 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Estate Form 1041 K-1 simple question: how to report income/deductions  

John 1 1,368 4/1/2006 7:08:07 AM
Last Post By: Bill
Topic (New Replies)
capital gain distribution from B trust?  

Anonymous 3 984 3/24/2006 1:08:12 PM
Last Post By: Kim Zwick
Topic (New Replies)
6166 Election For Real Estate Rentals  

gbhwc 2 896 3/19/2006 12:13:16 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
charitable distribution from administrative trust  

Richard Cassidy 1 791 3/19/2006 12:09:25 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Basis Adjustment For Surviving Spouse?  

gbhwc 2 911 3/10/2006 12:47:10 PM
Last Post By: gbhwc
Topic (New Replies)
FAIR MARKET DATE OF DEATH VALUE OF REAL ESTATE  
ACCEPTABLE APPRAISALS FOR FORM 706

Brian1 2 1,030 3/9/2006 7:36:13 PM
Last Post By: Brian1
Topic (New Replies)
joint tenancy, life estate, pecuniary bequests  

JCHWONG 1 1,575 3/6/2006 8:25:50 PM
Last Post By: John Jacobson

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