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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)
california taxation of trust protectors  
from a florida attorney...

Allmon 0 673 3/6/2007 8:25:29 AM
Last Post By: Allmon
Topic (New Replies)
Crummey Letters Not Done  

Donita Joseph 0 1,003 2/26/2007 12:21:13 PM
Last Post By: Donita Joseph
Topic (New Replies)
Merging A & B Trust  

hlcpa 1 877 2/16/2007 10:17:14 AM
Last Post By: John Jacobson
Topic (New Replies)
Interest - Imputed or Effective  

hlcpa 6 1,239 2/8/2007 9:51:44 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Characterization of Trust  

Anonymous 1 627 2/6/2007 9:51:31 AM
Last Post By: Bill
Topic (New Replies)
Funding Bypass Trust with note  
Property tax issue

Anonymous 2 1,074 1/25/2007 2:38:31 PM
Last Post By: Richard Cassidy
Topic (New Replies)
missed mrd  

Anonymous 1 692 1/23/2007 11:04:55 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
Family LLC Appraisal  

Mary Kay Foss 5 972 1/21/2007 6:27:13 PM
Last Post By: stevek
Topic (New Replies)
Buy-sell agreement in LLC funded by term life insurance  

tresh 1 1,595 1/16/2007 5:41:16 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
CRT inclusion on 706  

Anonymous 3 675 1/11/2007 5:03:59 PM
Last Post By: Anonymous
Topic (New Replies)
706 administrative deduction for rental expenses?  

Richard Cassidy 3 696 1/5/2007 9:42:33 AM
Last Post By: John R. Woodford
Topic (New Replies)
estate tax  
IRD

mafree1 3 616 1/5/2007 9:27:09 AM
Last Post By: John R. Woodford
Topic (New Replies)
Using personal residence to fund Marital Trust in a Pecuniary Marital,Res. Bypass funding clause  

CPAchic 2 1,012 12/27/2006 12:19:00 PM
Last Post By: Anonymous
Topic (New Replies)
CP Interest in Joint Property  

Mary Kay Foss 2 587 12/17/2006 6:33:48 PM
Last Post By: John Jacobson
Topic (New Replies)
CP Int Discount on Real Estate?  

Anonymous 5 600 12/13/2006 2:02:30 PM
Last Post By: Anonymous
Topic (New Replies)
Transferring ownership in life insurance policies  

Linda Williams 5 1,048 12/6/2006 3:12:02 PM
Last Post By: Anonymous
Topic (New Replies)
1973 Estate Tax and Inheritance Tax Rates  

Carol Ach 2 732 11/30/2006 8:23:32 PM
Last Post By: Anonymous
Topic (New Replies)
Illiquid CRT  

Anonymous 2 529 11/30/2006 4:15:02 PM
Last Post By: Allmon
Topic (New Replies)
Distribution from Irrevocable Trust  

Anonymous 1 772 11/30/2006 12:45:25 PM
Last Post By: John Jacobson
Topic (New Replies)
Administrative Expenses on 1041  

Anonymous 4 708 11/24/2006 10:01:08 AM
Last Post By: H. E. Hartman CPA

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