California Society of CPAs
Home       Members    Calendar    Who's On
Welcome Guest ( Login | Register )
        


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.

«««23456»»»

Estate Planning Expand / Collapse
TitleStarted ByRepliesViewsLast Post
Topic (New Replies)
Funding bypass trust with portion of personal residence  

Barbara Whatley 2 428 11/25/2007 6:08:43 PM
Last Post By: Barbara Whatley
Topic (New Replies)
sale of personal residence  

Anonymous 1 402 11/15/2007 5:10:09 PM
Last Post By: John R. Woodford
Topic (New Replies)
Clarification on IRA bequest  

Anonymous 6 557 11/7/2007 7:56:52 PM
Last Post By: Anonymous
Topic (New Replies)
Form 8855 Election to treat qualified revocable trust as part of estate  

Anonymous 1 450 11/2/2007 9:57:21 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
mortgage interest  

Anonymous 2 299 10/31/2007 2:48:07 PM
Last Post By: Anonymous
Topic (New Replies)
Foreign Exchane Rates  

Anonymous 2 493 10/29/2007 9:51:49 AM
Last Post By: Anonymous
Topic (New Replies)
s corporation  

Anonymous 1 325 10/24/2007 10:46:34 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
QTIP question  

Anonymous 2 350 10/22/2007 4:32:56 PM
Last Post By: Anonymous
Topic (New Replies)
Defined benefit plans on 706  

jmscpainc 2 415 10/21/2007 2:49:19 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Life Insurance with husband as trustee of family trust named as trustee  

Anonymous 3 294 10/18/2007 2:51:36 PM
Last Post By: Anonymous
Topic (New Replies)
Administrative Trust/Community Property  

jmscpainc 4 643 10/16/2007 7:42:23 PM
Last Post By: John Jacobson
Topic (New Replies)
Asset ownership change  
How may collectibles be titled only in one spouse's name?

Anonymous 1 239 10/11/2007 10:58:22 AM
Last Post By: Bradley Hindley
Topic (New Replies)
GST Tax for a predeceased relative  

jweldoncpa 3 370 10/8/2007 3:36:07 PM
Last Post By: Anonymous
Topic (New Replies)
Waiver of Accounting  
Are there any cases where a waiver of accounting was invalidated because obtained under duress?

Carol Ach 4 367 10/5/2007 11:06:31 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
706 EXPENSES - Schedule J or L  

Geoff Given 3 569 8/21/2007 3:17:56 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Trust Beneficiary IRA's  

Anonymous 1 494 8/15/2007 11:35:47 AM
Last Post By: John Jacobson
Topic (New Replies)
Appraisal for specific bequest of artwork  

Anonymous 1 390 8/8/2007 12:42:49 PM
Last Post By: Anonymous
Topic (New Replies)
IRA with Trust as Beneficiary  

Bill 2 646 7/23/2007 9:56:02 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Typical A B trust with most of the Assets in an IRA  

Anonymous 2 420 7/19/2007 3:39:49 PM
Last Post By: John Jacobson
Topic (New Replies)
Death of 2nd Spouse Prior to Trust Funding  

Anonymous 2 445 7/16/2007 8:50:27 PM
Last Post By: Mary Kay Foss

«««23456»»»

Topic Key Expand / Collapse
Topic (New Replies)  Topic (New Replies)
Topic (No New Replies)  Topic (No New Replies)
Hot Topic (New Replies)  Hot Topic (New Replies)
Hot Topic (No New Replies)  Hot Topic (No New Replies)
Poll (New Replies)  Poll (New Replies)
Poll (No New Replies)  Poll (No New Replies)
Closed Topic  Closed Topic
Moved Topic  Moved Topic

All times are GMT -8:00, Time now is 2:55pm

Powered by InstantForum.NET v4.1.4 © 2008
Execution: 0.125. 11 queries. Compression Disabled.