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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)
fractional discounts on community property  

Anonymous 5 645 5/9/2008 11:18:02 AM
Last Post By: Anonymous
Topic (New Replies)
GRAT Grantor Annuity Trust  
Distributions

Anonymous 2 410 5/9/2008 11:05:28 AM
Last Post By: Anonymous
Topic (New Replies)
Estate Tax Deduction on IRD Income  

Anonymous 3 556 5/7/2008 1:38:52 PM
Last Post By: Anonymous
Topic (New Replies)
test  
test

Larkin 0 557 4/30/2008 8:12:39 AM
Last Post By: Larkin
Topic (New Replies)
Form 5227 - Questions re: Charitable Unitrust  

johnt 1 483 4/29/2008 6:33:18 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Form 706 26 week Treasury Bills alternate valuation date  

susancarlisle 1 842 4/22/2008 2:33:02 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
legal support for minor through irrevocable trust  
grantor trust rules sect. 677(b) payment of support for minor

Anonymous 1 668 4/13/2008 3:53:00 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
loss on funding the bypass trust  

Anonymous 1 649 3/26/2008 10:04:03 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
loss on sale of asset distributed from trust  

Anonymous 3 408 3/19/2008 1:00:58 PM
Last Post By: Anonymous
Topic (New Replies)
Form 5227/1041a  

Anonymous 5 679 3/12/2008 10:03:40 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Irrevocable trusts and medical expenses  

Anonymous 2 697 2/26/2008 9:36:19 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
sale of dec'd mothers home  

chap729 3 708 2/26/2008 9:22:15 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
Congressional Stimulus Plan (HR 5140)  

Anonymous 1 568 2/11/2008 11:55:48 AM
Last Post By: Anonymous
Topic (New Replies)
Charitable Remainder Unitrusts 2007 filing  

Anonymous 2 501 2/4/2008 7:56:30 PM
Last Post By: Anonymous
Topic (New Replies)
QTIP Election - revoke?  

Michele Day 1 720 1/29/2008 12:07:31 PM
Last Post By: John Jacobson
Topic (New Replies)
Discount for potential capt gain  

Anonymous 1 414 1/28/2008 9:39:49 AM
Last Post By: Bill
Topic (New Replies)
Publication 78 online search  

Anonymous 1 566 1/21/2008 8:35:24 PM
Last Post By: Bill
Topic (New Replies)
Tranfer of CPA firm ownership interest  
How to complete transfer to avoid probate

gacates 2 615 1/14/2008 11:12:23 AM
Last Post By: Allmon
Topic (New Replies)
sale of asset in decedents trust  

Anonymous 1 696 12/27/2007 4:34:58 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Captive Insurance Co  
Estate Tax Inclusion

Anonymous 1 659 12/21/2007 2:22:17 PM
Last Post By: Anonymous

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