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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)
Form 5227/1041a  

Anonymous 5 1,152 3/12/2008 10:03:40 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Irrevocable trusts and medical expenses  

Anonymous 2 1,469 2/26/2008 9:36:19 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
sale of dec'd mothers home  

chap729 3 1,184 2/26/2008 9:22:15 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
Congressional Stimulus Plan (HR 5140)  

Anonymous 1 771 2/11/2008 11:55:48 AM
Last Post By: Anonymous
Topic (New Replies)
Charitable Remainder Unitrusts 2007 filing  

Anonymous 2 714 2/4/2008 7:56:30 PM
Last Post By: Anonymous
Topic (New Replies)
Discount for potential capt gain  

Anonymous 1 645 1/28/2008 9:39:49 AM
Last Post By: Bill
Topic (New Replies)
Publication 78 online search  

Anonymous 1 1,121 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 2 878 1/14/2008 11:12:23 AM
Last Post By: Allmon
Topic (New Replies)
sale of asset in decedents trust  

Anonymous 1 1,115 12/27/2007 4:34:58 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Captive Insurance Co  
Estate Tax Inclusion

Anonymous 1 1,134 12/21/2007 2:22:17 PM
Last Post By: Anonymous
Topic (New Replies)
trust funding - allocation  
fairly representative of appreciation or depreciation

Anonymous 4 1,444 12/12/2007 2:56:08 PM
Last Post By: Anonymous
Topic (New Replies)
What happens when second spouse dies and exemption trust has not been funded?  

Anonymous 2 1,109 12/7/2007 5:02:39 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
trouble posting  

Richard F. Cassidy 1 1,059 12/7/2007 12:44:08 PM
Last Post By: Bill
Topic (New Replies)
real estate valuation  

Anonymous 3 691 12/5/2007 5:05:21 PM
Last Post By: Richard F. Cassidy
Topic (New Replies)
Funding bypass trust with portion of personal residence  

Barbara Whatley 2 1,083 11/25/2007 6:08:43 PM
Last Post By: Barbara Whatley
Topic (New Replies)
sale of personal residence  

Anonymous 1 1,199 11/15/2007 5:10:09 PM
Last Post By: John R. Woodford
Topic (New Replies)
Clarification on IRA bequest  

Anonymous 6 1,138 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 1,305 11/2/2007 9:57:21 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
mortgage interest  

Anonymous 2 650 10/31/2007 2:48:07 PM
Last Post By: Anonymous
Topic (New Replies)
Foreign Exchane Rates  

Anonymous 2 1,326 10/29/2007 9:51:49 AM
Last Post By: Anonymous

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