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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)
unitrust amount includes capital gains for crt  

Anonymous 7 379 1/31/2009 3:24:45 PM
Last Post By: John R. Woodford
Topic (New Replies)
Amending the 706  
Amending for Interest Paid/Valuation Changes

Tracy B 2 420 1/28/2009 7:14:12 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
CRUT Early Dissolution  

swojcpa 1 407 1/26/2009 8:19:52 PM
Last Post By: Allmon
Topic (New Replies)
Disclaimer of bypass trust  

Anonymous 1 401 1/17/2009 5:17:22 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
ID# Required on 706, Part5?  

hlcpa 2 728 1/16/2009 2:56:38 PM
Last Post By: hlcpa
Topic (New Replies)
"prompt assessment" executor's request for discharge under 2204  

Anonymous 5 674 1/13/2009 8:45:21 AM
Last Post By: Anonymous
Topic (New Replies)
Distributions- "properly paid or credited"  

npestate 1 407 1/9/2009 3:56:50 PM
Last Post By: John Jacobson
Topic (New Replies)
Defined Benefit Plan - Estate Taxes  

Anonymous 1 430 12/4/2008 2:26:53 PM
Last Post By: John Jacobson
Topic (New Replies)
Another question on a final bypass trust return  

swojcpa 5 811 12/2/2008 1:30:57 PM
Last Post By: John Jacobson
Topic (New Replies)
Joint Tenancy - Assumption of debt  

Anonymous 2 390 11/20/2008 4:32:07 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Royalties - 706 and Future Income  

hlcpa 1 468 11/17/2008 3:49:37 PM
Last Post By: Allmon
Topic (New Replies)
Form 706 Presentation  

awombat 1 520 11/8/2008 4:54:27 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Loaning/Gifting Money  
Gifted Interest still taxable?

hlcpa 1 424 11/8/2008 4:47:48 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Private Foundations  
Compensation

John Rasmussen 1 420 11/8/2008 4:37:47 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
QDOT  

cpabob 1 321 11/3/2008 11:13:17 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
Step-up issues for California registered domestic partners and same sex married couples  
Is there a federal and California step-up on both halves of the community property of California registered domestic partners and same sex marriages when one partner/spouse dies?

Anonymous 3 4,857 11/1/2008 3:53:16 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
qprt  

Anonymous 2 511 10/29/2008 11:08:27 AM
Last Post By: Anonymous
Poll (New Replies)
Poll: Step-up issues upon the death of a Californa registered domestic partner  
What is the federal & CA step-up on community property assets for domestic partners?

Karen Ginsburg 0 386 10/28/2008 1:41:31 PM
Last Post By: Karen Ginsburg
Topic (New Replies)
final exemption trust tax return  

Anonymous 1 427 10/9/2008 10:56:34 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
Form 56 Part V  

Anonymous 1 410 10/6/2008 7:12:48 PM
Last Post By: Mary Kay Foss

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