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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)
Trustee Expenses  

Anonymous 1 1,033 6/28/2007 3:40:32 PM
Last Post By: Allmon
Topic (New Replies)
Basis adjustment for sale of property in estate  

Anonymous 3 784 6/19/2007 5:00:03 PM
Last Post By: John Jacobson
Topic (New Replies)
separate property of surviving spouse in community property state  

Anonymous 2 1,018 6/15/2007 9:23:05 AM
Last Post By: Anonymous
Topic (New Replies)
Distribution of specific community property on first death  

Richard Cassidy 4 842 6/8/2007 2:43:59 PM
Last Post By: Richard Cassidy
Topic (New Replies)
A little help please. Jointly owned property  

Anonymous 1 699 6/7/2007 2:43:58 PM
Last Post By: Richard Cassidy
Topic (New Replies)
estate tax "closing document" vs "closing letter"  

Richard Cassidy 0 1,806 5/30/2007 2:01:05 PM
Last Post By: Richard Cassidy
Topic (New Replies)
Contribution of Partnership Interest Holding Appreciated Property to a CRT  
Pending Sale of Property By Partnership

John R. Woodford 1 919 5/22/2007 4:03:48 PM
Last Post By: Allmon
Topic (New Replies)
mutistate california trust  

Catherine Thompson CPA 3 1,187 5/22/2007 3:25:12 PM
Last Post By: Allmon
Topic (New Replies)
Taking expenses in a 706 where a QTIP trust is to be formed  

Anonymous 9 818 5/18/2007 3:57:42 PM
Last Post By: John Jacobson
Topic (New Replies)
Private Foundation controlled entity ownership  
attribution / constructive ownership rules

Richard Cassidy 0 843 5/4/2007 11:34:53 AM
Last Post By: Richard Cassidy
Topic (New Replies)
sale of personal residence through admininistrative trust  

Anonymous 3 948 5/1/2007 5:03:38 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Admin. Trust Treated as an Estate and use an Off Year End (fiscal year end). EXTENSION???  

Anonymous 2 1,178 5/1/2007 11:56:54 AM
Last Post By: Anonymous
Topic (New Replies)
Gift Tax or 1031 Exchange  
Uneven transfer of Tennant in Common Properties

Peter McNeil 1 854 4/23/2007 12:13:47 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
California Estimated Tax Payments  

Anonymous 5 1,422 4/11/2007 9:33:36 AM
Last Post By: John R. Woodford
Topic (New Replies)
Buying out exemption trust  
Exemption trust wasn't working

Anonymous 2 759 3/26/2007 2:13:23 PM
Last Post By: John Jacobson
Topic (New Replies)
unitrust allocation of real estate taxes  

Anonymous 1 849 3/10/2007 2:24:49 AM
Last Post By: Bill
Topic (New Replies)
Variable annuity in Exemption Trust  
Funding Exemption Trust with variable annuity

Bill 3 1,023 3/8/2007 11:01:19 AM
Last Post By: Bill
Topic (New Replies)
california taxation of trust protectors  
from a florida attorney...

Allmon 0 966 3/6/2007 8:25:29 AM
Last Post By: Allmon
Topic (New Replies)
Crummey Letters Not Done  

Donita Joseph 0 1,502 2/26/2007 12:21:13 PM
Last Post By: Donita Joseph
Topic (New Replies)
Merging A & B Trust  

hlcpa 1 1,185 2/16/2007 10:17:14 AM
Last Post By: John Jacobson

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