Archive of the Estate Planning Forum
Messages from 1999 through 2003 are listed here.
No further postings are allowed to these messages.
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Sponsored by: CalCPA Estate Planning Committee and LA Chapter Estate Planning Committee
 Variable Annuity and 706 - Toni McBride Posted on 01/11/04
(1)
Principal / Income Destinction - Greg Seigel Posted on 01/09/04
(1)
Whether to file a 706 for an estate under 1,000,000 - Tibor Zelig Posted on 12/23/03
(5)
Passive Loss Carryovers from Terminated Estates/Trusts - Marc Lauter Posted on 12/16/03
(1)
Passive Loss Carryovers from Terminated Estates/Trusts - Marc Lauter Posted on 12/16/03
(0)
Where on the 1040 does one claim loss on variable life plan? - Susan E. Cohen, CPA Posted on 12/12/03
(1)
IRA RMD – Year Of Death - Glenn Hammill Posted on 12/11/03
(5)
Re: Where on the 1040 does one claim a loss on a variable annuity contract - John Posted on 12/10/03
(4)
PERS survivor benefits - Lisa Roesch Posted on 12/05/03
(2)
ET-1 California extension - Roger H. Falberg, CPA Posted on 11/26/03
(2)
Deductions in respect of a decedent - Ron Lee Posted on 11/25/03
(1)
plr 9630034 - greg seigel Posted on 11/25/03
(3)
Loan from Son to Mom - David Tate, CPA, Esq. Posted on 11/20/03
(2)
how to treat gift checks cashed after decedent's death - Terri Hogoboom Posted on 11/20/03
(3)
executor and trustee - NIna Posted on 11/18/03
(2)
Missing a provision for Bypass Trust - greg seigel Posted on 11/14/03
(2)
Allocating Residence to Bypass Trust - Stephen Freedman Posted on 11/13/03
(2)
Financial statements - George Fisher Posted on 11/10/03
(2)
706 penalties - Bill Crosson Posted on 11/08/03
(1)
Amended Form 1041 - Mary Kay Foss Posted on 11/03/03
(2)
Sec 6166 Installment payment of estate taxes - David Hewitt Posted on 11/03/03
(3)
Distributions from FLP which was discounted on 706. - Gary Olsen Posted on 10/30/03
(2)
Charitable Distributions from a Trust - Myra Uyemura Posted on 10/28/03
(4)
Value of an anuuity on 706 - Phyllis Frank Posted on 10/27/03
(4)
notice concerning fiduciary relationship - Richard Cassidy Posted on 10/14/03
(1)
Crummey Letters - Timing - Amy Fonseca, CPA Posted on 10/07/03
(1)
Trust “Lends” Library Asset to Non-Profit - Glenn Hammill Posted on 10/07/03
(2)
Reverse Mortgages - John R. Woodford Posted on 10/06/03
(2)
Re: failure to fund exemption trust and sale of property - Rick Franceschini Posted on 10/01/03
(8)
failure to fund exemption trust and sale of property - Susan E. Cohen Posted on 09/30/03
(0)
Non-resident alien holding U.S. real property - Hung K. Chow, CPA Posted on 09/30/03
(1)
minority discounts for residence owned by trusts - laura kauls Posted on 09/24/03
(6)
Sale of estate property - Linda Posted on 09/12/03
(4)
Where on the 1040 does one claim a loss on a variable annuity contract - Geoff Given Posted on 09/10/03
(8)
post-mortem QDOT - Mike Allmon Posted on 09/08/03
(2)
voids - maureen holkmer Posted on 09/03/03
(4)
 Re: voids - David Tate Posted on 09/19/03
(0)
Re: voids - Nelson Handy Posted on 09/03/03
(2)
Qualifying '03 dividends and '02-'03 fiduciaries - Dan S Posted on 09/02/03
(2)
Inherited IRA-RMDs - Kerry Lorincz Posted on 09/02/03
(3)
Effect of pre-death negotiations for sale of property on step-up - Jim Westbrook Posted on 08/27/03
(4)
trustee fees (CPA-trustee) - Marvin Freedman Posted on 08/18/03
(3)
Re: Variable annuities/QTIP trust - SteveD Posted on 08/14/03
(0)
Variable annuities/QTIP trust - Steve D Posted on 08/13/03
(4)
basis of ptsp assets sold after partner's death - laura kauls Posted on 08/07/03
(2)
FAMILY LIMITED PARTNERSHIPS - STEVE SCHLESINGER Posted on 08/03/03
(3)
Contributions to PACs questions. - Ken Rosen Posted on 07/30/03
(1)
Community Property w/ rights of Survivorship - Betty Chia Posted on 07/24/03
(2)
Revoked Gift - Bob Abelson Posted on 07/24/03
(1)
Statue of Limitations - Bob Abelson Posted on 07/23/03
(2)
present interest / crummy provision - Richard Cassidy Posted on 07/15/03
(7)
T-Bills - Bob Abelson, CPA Posted on 07/07/03
(1)
timing of filing to avoid additional penalty - Linda Posted on 07/03/03
(1)
Schedule R GST - Susan E. Cohen, CPA Posted on 06/27/03
(1)
Medi Cal response - Ted Humphreville Posted on 06/26/03
(2)
Planning For US Citizen Living Abroad - Glenn Hammill Posted on 06/24/03
(2)
Trust 's Payment of Estate Taxes on Behalf of Estate - John Woodford Posted on 06/18/03
(3)
real estate partnership minority interest discount - RON CARNAGO Posted on 06/13/03
(2)
Another annuity - Bob Abelson Posted on 06/06/03
(2)
Sec 529 Question - Bob Abelson Posted on 06/06/03
(2)
Form 4421 to report trustee fees/exec commissions - laura kauls Posted on 06/03/03
(1)
Annuities again - George Fisher Posted on 06/01/03
(2)
Annuities - George Fisher Posted on 05/28/03
(2)
election to use Alternate Valuation Date - laura kauls Posted on 05/28/03
(1)
designated beneficary a living trust - Suzanne Solon Posted on 05/28/03
(2)
Charitable Trust exemption - Norman Moline Posted on 05/21/03
(1)
who signs 706? - laura kauls Posted on 05/20/03
(3)
1041 return - Regina M. Levy Posted on 05/12/03
(3)
Partnership or Not? - Gregg W. Posted on 04/04/03
(6)
Life Insurance Trusts - Linda Posted on 04/03/03
(1)
Life Insurance Trusts - Linda Posted on 04/03/03
(1)
disclaimer and tax return presentation - Terri Hogoboom Posted on 03/29/03
(1)
1041 final year- nol distribution - Mitchell Senitt Posted on 03/27/03
(2)
Charitable Remainder Trust and UBTI - Terri Hogoboom Posted on 03/18/03
(5)
Gifts Made Within 3 Years of Death - Glenn Hammill Posted on 03/17/03
(2)
Line 7 - 706 - Susan Posted on 03/17/03
(1)
Taxes from final 1040/540 - Harlan Levinson Posted on 03/14/03
(1)
Installment Note on 706/1041 - Harlan Levinson Posted on 03/14/03
(1)
IRA distributed to estate - Steve Douglas Posted on 03/04/03
(3)
401K purchase of a second to die life insurance policy - Terry Lowe Posted on 02/26/03
(3)
Section 743 adjustment - Geoff Bremer Posted on 02/19/03
(3)
Paying interest on late funding of pecuniary - Gloria Molnar Posted on 02/17/03
(1)
754 election - laura kauls Posted on 02/14/03
(1)
706 - Residence and Installment Note Rcbl. - Harlan Levinson Posted on 02/14/03
(2)
"Buyout" of Trust Asset - Mark Jansen Posted on 02/08/03
(8)
Re: estate tax return-what do you look for after an estate tax return has been filed? - tedhumphreville Posted on 02/07/03
(0)
estate tax return-what do you look for after an estate tax return has been filed? - tedhumphreville Posted on 02/01/03
(2)
Estate Tax Allocation to Beneficiaries - Charles Kramer Posted on 01/28/03
(2)
Disclaimer Trusts - Glenn Hammill Posted on 01/24/03
(2)
QFOBI on first spouse's death - laura kauls Posted on 01/23/03
(1)
Prof Corp in RLT - Bob Abelson Posted on 01/22/03
(2)
Trust Administration - Waiver of Accounting - Mads B. Bjerre Posted on 01/20/03
(1)
Selling Expenses - Bob Abelson Posted on 01/16/03
(2)
distributions deduction & DNI - Mike Allmon (for an anonymous requester) Posted on 01/13/03
(4)
IRA in Living Trust - Bob Abelson Posted on 01/13/03
(2)
Transmission Expenses - Mary Kay Foss Posted on 01/08/03
(1)
Deduction of estate transmission expenses - Dorian Aiello, CPA Posted on 01/07/03
(4)
Inherited IRA/Multiple Beneficiaries/Separate Accounts - Mary Coffey Posted on 12/12/02
(2)
Residence on Form 706 - Mary Kay Foss Posted on 11/30/02
(2)
Backup Withholding Notice - John Jacobson Posted on 11/26/02
(1)
Sec. 6166 election - laura kauls Posted on 11/18/02
(2)
Retroactive CRUT payment calculation - Richard Cassidy Posted on 11/08/02
(1)
ESTATE PLANNING - DIANE PERRY Posted on 10/29/02
(2)
Annuity Off 706? - Glenn Hammill Posted on 10/18/02
(1)
GST - Steve Douglas Posted on 09/26/02
(1)
Re: GST - Rick Franceschini Posted on 09/26/02
(0)
Special Allocation - Rody Mason Posted on 09/22/02
(1)
trustee release of liability - GST - Terri Hogoboom Posted on 09/20/02
(1)
Correction of trust funding error - Mike Allmon Posted on 09/18/02
(2)
sale of residence - laura kauls Posted on 09/16/02
(2)
SCIN's and private annuities - laura kauls Posted on 08/30/02
(1)
Reverse Mortgages and Seniors - Lance Jackson Posted on 08/28/02
(1)
court ordered payment of expenses and gifts - Linda Posted on 08/28/02
(1)
CRT on 706 - Bob Abelson Posted on 08/23/02
(4)
QSST election - laura kauls Posted on 08/15/02
(0)
trustee checklist - Mike Allmon Posted on 08/13/02
(2)
private annuity; joint & survivor annuity w/ non-US citizen spouse - laura kauls Posted on 08/13/02
(1)
Closing IRA - Smokyie Posted on 08/09/02
(3)
Personal financial statement question - Bill Downs Posted on 08/06/02
(0)
valuation of limited partnership interest on the secondary market - Nina Posted on 08/05/02
(2)
Tax Year - George Fisher Posted on 08/01/02
(2)
Prompt Asssessment Request - Robert Abelson Posted on 08/01/02
(2)
legal fees paid for litigation re: trust assets - laura kauls Posted on 07/29/02
(1)
Washington State - Community Property? - Elliot Shell Posted on 07/25/02
(5)
Interrelated Estate Tax Computation - Greg Posted on 07/25/02
(2)
variable annuity and credit shelter trust - donald morris Posted on 07/23/02
(5)
Trust return for deceased taxpyer - MICHAEL HAYES, CPA Posted on 07/21/02
(2)
re: Calif. AMT on appreciated stock contributed to CRAT - Neal Teplin Posted on 07/19/02
(1)
Life Estate Calc For Probate Referee - Glenn Hammill Posted on 07/15/02
(0)
Probate Financial Statements - Cynthia B Jopanda, CPA Posted on 07/11/02
(3)
capital gain - Warren Posted on 06/26/02
(1)
Estate? When is it terminated for the purposes of capital loss carryover? - Kaye Posted on 06/19/02
(2)
Life Estate - Jeff Posted on 06/18/02
(1)
who owns this house at time of sale - Miles Klein, CPA Posted on 06/12/02
(1)
Estate - charitable deduction to private foundation - Terri Hogoboom, CPA Posted on 06/03/02
(2)
income or principal? - Terri Hogoboom, CPA Posted on 05/30/02
(4)
NONQUALIFIED STOCK OPTIONS DONATED TO CRT - JIM Posted on 05/29/02
(2)
statute of limitations on an estate tax return - Nina Posted on 05/29/02
(3)
706 Value Movie Residuals - Susan D. Tulis Posted on 05/23/02
(1)
706: Transfer of Real Estate into trust with errors - Laurence R. DeMers Posted on 05/14/02
(2)
Life Estate Tax Year - Karen Stepper Posted on 05/13/02
(2)
basis step up in new tax act - David Fu Posted on 05/08/02
(1)
Pecuninary By_Pass/Gain on Funding - Anna Maria Galdieri Posted on 05/01/02
(1)
discount for fractional ownership of real estate - Bill Downs Posted on 04/18/02
(2)
Partnership & S Corp Income in year of death - Karen Ginsburg Posted on 04/15/02
(1)
Valueing and Interest in a Life Estate - Jeff Posted on 04/06/02
(2)
minimum required distributions - George Fisher Posted on 04/03/02
(1)
B Trust allocation and terminating event - Linda Posted on 04/02/02
(1)
Charitable Remainder Unitrust - Linda Williams Posted on 04/01/02
(3)
estate tax for nonresident (HELP!!!) - grace hung Posted on 03/31/02
(2)
Holding title as community property w/ right of survivorship - Dave Stothers Posted on 03/28/02
(4)
Retirement Plan Administrator - Linda Posted on 03/20/02
(2)
engagement letters - Geoff Bremer Posted on 03/16/02
(2)
QDOT & Timing of Citizenship - Terry Seiberlich, CPA Posted on 03/13/02
(1)
Holding Title as Community Property w/ rights of Survivorship - Rebeca Posted on 03/11/02
(5)
When does Community Property end? - Mary Kay Foss Posted on 02/20/02
(6)
Need for Generation Skipping Trust - Mary Kay Foss Posted on 02/18/02
(4)
fiduciary estimated tax payments for beneficiaries - laura kauls Posted on 02/08/02
(1)
estimated tax payments by fiduciary - laura kauls Posted on 02/08/02
(1)
Disclaimer of Inheritance from Foreign Person - William Dul Posted on 02/02/02
(1)
Allocating Residence to Bypass Trust - Bob Abelson Posted on 01/31/02
(5)
TPT (Tax On Prior Transfers) Credit – Community Property - Glenn Hammill Posted on 01/25/02
(3)
Alternate valuation - Jim Westbrook Posted on 01/19/02
(1)
ADDRESS FOR 706 - STEVE SCHLESINGER Posted on 01/19/02
(1)
DRD on final 1041 - laura kauls Posted on 01/17/02
(1)
present value of life estate - Linda Posted on 01/14/02
(1)
Taiwan Estate Tax - Bob Abelson Posted on 01/12/02
(1)
By-pass and Q-tip trusts - MICHAEL HAYE Posted on 01/03/02
(3)
CRUT & Form 709 - Glenn Hammill Posted on 12/27/01
(1)
Disclaiming an IRA - Bob Abelson Posted on 12/19/01
(1)
Distribution of Income From By-pass Trust - MICHAEL HAYES, CPA Posted on 11/19/01
(3)
life insurance in pension plans - Marc M. Asheghian, CPA Posted on 11/14/01
(2)
distribution of property on termination of estate - laura kauls Posted on 11/14/01
(0)
trust fiscal year election - Terri Hogoboom Posted on 11/12/01
(2)
Re: debts of decedent - laura Posted on 11/07/01
(1)
Trust severence for GST Purposes - Mary Kay Foss Posted on 10/26/01
(1)
debts of decedent - laura kauls Posted on 10/22/01
(1)
3 IRA Questions - Glenn Hammill Posted on 10/19/01
(6)
Sale of Residence - Bob Abelson Posted on 10/17/01
(1)
Lottery Value on 706 - Keith Plottel Posted on 10/16/01
(2)
equitable proration and specific bequests - Linda Williams Posted on 10/16/01
(1)
706 Returns - MICHAEL HAYES, CPA Posted on 10/14/01
(5)
Real Estate Mortgages on Estate Tax Return - Terri Hogoboom Posted on 10/01/01
(1)
Recent IRS meeting and Section 2057 & 6166 - Anna Maria Galdieri Posted on 09/28/01
(1)
Mechanics of 6166 deferral and interplay with 6161 - Anna Maria Galdieri Posted on 09/26/01
(0)
gain on sale of residence in exemption trust - Michael Hayes Posted on 09/26/01
(2)
Sec. 6166 deferral and QFOBI - Keith Plottel CPA Posted on 09/26/01
(0)
CUTMA Accounts - Mary Kay Foss Posted on 09/13/01
(1)
Disclaimer of Power of Appointment - Richard Cassidy Posted on 09/12/01
(3)
joint tenancy disclaimer - Mike Allmon Posted on 09/06/01
(3)
life estate issues - Mike Allmon Posted on 08/29/01
(5)
Ohio probate - allmon Posted on 08/27/01
(1)
Funding QTIP - Bob Abelson Posted on 08/23/01
(6)
trust funding - Richard Cassidy Posted on 08/15/01
(2)
706 automatic extensions - Michael Allmon Posted on 08/07/01
(1)
Weath Preservation Web Site - Anna Maria Galdieri Posted on 08/06/01
(0)
Qualified family owned business interests. - Anna Maria Galdieri Posted on 08/03/01
(1)
Estate Planning For Retirement Accounts - Joseph M. Mona Posted on 07/23/01
(3)
Drafting of Living Trusts - Gloria Molnar Posted on 07/16/01
(1)
Estate Distributions - Glenn Hammill Posted on 07/13/01
(2)
Re: Variable Annuities - John R. Woodford Posted on 07/13/01
(0)
Variable Annuities - Bob Abelson Posted on 07/12/01
(1)
California Community Property WROS - Aryn Posted on 07/06/01
(2)
Foundation Endowment - Bill Downs Posted on 06/19/01
(1)
terminating A, B and C Trusts - laura kauls Posted on 06/18/01
(2)
funding exemption trusts - Richard Cassidy Posted on 06/18/01
(2)
Transfer of life insurance policy from ILIT - Sherry Radmore Posted on 06/14/01
(2)
cross purchase life insurance trust - Mike Allmon Posted on 05/31/01
(1)
Funding QTIP - Bob Abelson Posted on 05/22/01
(2)
Gift Tax Valuation of Life Insurance - Gloria Molnar Posted on 05/15/01
(1)
Charitable Remainder Trust - Linda Williams Posted on 05/15/01
(1)
Community Propert in California - Linda Posted on 05/15/01
(6)
Deducting Estate Tax on IRD - Bill Downs Posted on 05/08/01
(1)
Re: Estate & gift tax for nonresident alien - John R. Woodford Posted on 04/30/01
(2)
abated creditor claims - laura kauls Posted on 04/26/01
(1)
interest deduction on creditor claims - laura kauls Posted on 04/26/01
(0)
Estate & gift tax for nonresident alien - R. Hsu Posted on 04/26/01
(1)
interest on creditor claims - laura kauls Posted on 04/26/01
(0)
Transfer for Value Split Dollar Life Insurance - Larry Maher CPA Posted on 04/20/01
(0)
Valuation of In-Kind Distribution from CRUT - Elliot Shell Posted on 03/12/01
(1)
Valuation of Royalties - Megan Valentine Posted on 03/08/01
(3)
COMPLEX TRUST DISTRIBUTIONS - LAURA KAULS Posted on 03/01/01
(3)
Trust State Taxes - Harlan Levinson Posted on 02/22/01
(2)
Capital Gain Distributions - Larry Maher CPA Posted on 02/14/01
(1)
Appraisers - Richard Cassidy Posted on 02/08/01
(2)
Qualified Family Owned Business Interest Exclusion - jamshed b gandi Posted on 01/19/01
(1)
IRA Minimum Distribution Proposed Regs.-NEW - Glenn Hammill Posted on 01/19/01
(1)
Sale of residence from Decedent's Trust - Harlan Levinson, CPA Posted on 01/18/01
(2)
Gifting from Dad to Son for Home Purchase - Glenn Hammill Posted on 01/16/01
(1)
Who pays tax, if any? Proper way to fund trusts. - William Dul Posted on 12/15/00
(1)
Who pays Estate 706 Tax? - Jerry Lenning Posted on 12/13/00
(2)
re: 2511 - valuation of country club membership - Rick Franceschini Posted on 12/07/00
(5)
Form 1041 IRD and Charity - Jerry Lenning Posted on 12/04/00
(2)
Extension of Time to Pay - Bob Abelson Posted on 12/04/00
(1)
Recovery of expense - Nelson Handy Posted on 11/29/00
(4)
Covered Calls - Valuation - Jerry Kelly Posted on 11/26/00
(1)
Purchase of QTIP Remainder Interest by Surviving Spouse - Gloria Molnar Posted on 11/21/00
(6)
trust beneficiary died - Bill Downs Posted on 11/21/00
(5)
Tax Shelter Partnership in 706 - Bill Downs Posted on 11/14/00
(5)
responses quoting original message - Bill Downs Posted on 11/08/00
(1)
Rental Real Estate - Bob Abelson, CPA Posted on 11/01/00
(13)
Dallas EP attorney wanted - M. ALLMON Posted on 10/12/00
(3)
Zero Coupon Bonds - Principle or Income? - Glenn Hammill Posted on 10/05/00
(2)
Combined trust & estate Form 1041 - Mary Kay Foss Posted on 10/02/00
(6)
QFOBI's - laura kauls Posted on 09/23/00
(6)
Early discharge - Mike Allmon Posted on 09/22/00
(1)
Estate Planning Due Diligence - Carol Ach Posted on 08/30/00
(11)
Joint tenancy - Mike Allmon Posted on 08/01/00
(2)
Re: QFOBI - Stanley Gross Posted on 07/29/00
(3)
Re: QFOBI - Stanley Gross Posted on 07/29/00
(2)
Re: QFOBI - Susan J Lienhart Posted on 07/09/01
(0)
Re: QFOBI - Susan J Lienhart Posted on 07/09/01
(0)
Thanks LA & Welcome State Members - Mike Allmon Posted on 07/27/00
(0)
FTB Demand Penalty - Cheryl Cardone-Costa Posted on 07/22/00
(1)
QFOBI - laura kauls Posted on 07/21/00
(3)
Re: QFOBI - John R. Woodford Posted on 07/26/00
(0)
Re: QFOBI - John R. Woodford Posted on 07/26/00
(1)
Re: QFOBI - John R. Woodford Posted on 07/26/00
(0)
Gift tax - Nina Posted on 07/05/00
(1)
gift tax returns - laura kauls Posted on 06/28/00
(1)
Query re: CRUT income allocation - Paula Voorhees Posted on 06/19/00
(0)
THE TAX PEOPLE - Joe Vinso Posted on 06/08/00
(2)
K-1 reporting on 1041 trust return - Scott Middleton Posted on 06/06/00
(2)
FLP's - laura kauls Posted on 05/25/00
(1)
Re: FLP's - Nelson Handy Posted on 05/31/00
(0)
Private Annuity Transactions - Nina Posted on 05/25/00
(0)
ESTATE DISTRIBUTION AND CAPITAL GAINS - I. GEORGE SILVER Posted on 04/11/00
(1)
Form 541 annoyance - Bill Downs Posted on 02/23/00
(0)
Educational Trusts - Harlan Levinson Posted on 02/15/00
(1)
Grantor Trust Status for QPRTs - Nelson Handy Posted on 02/01/00
(0)
Thanks John Jacobson - Mike Allmon Posted on 01/25/00
(0)
QTIP TRUSTS - Nina Posted on 01/06/00
(1)
New Principal and Income Act - Mads B. Bjerre, CPA Posted on 12/11/99
(2)
Funding Exemption Trust - Linda Heineman Posted on 11/09/99
(2)
True worth formula -pecuniary bequest /Funding at the date of distribution values - Nina Posted on 10/27/99
(1)
TAXABILITY OF IN KIND DISTRIBUTION FROM TRUST - I. GEORGE SILVER, C.P.A. Posted on 10/22/99
(1)
Debt Cancellation - Dave Posted on 10/15/99
(3)
QPRT - Joe Vinso Posted on 09/24/99
(2)
Re: QPRT - Nelson J. Handy Posted on 09/29/99
(1)
Re: QPRT - Mike Allmon Posted on 10/04/99
(0)
Principal and Income Act - Mineral Interests - Bill Downs Posted on 09/14/99
(0)
Jane Peebles article - Mike Allmon Posted on 09/09/99
(1)
Alloc. of Assets to Trusts/Disb. of income from Exempt. Trust - Bob Posted on 09/09/99
(2)
Estate Reporting - Bill Sturgeon Posted on 09/03/99
(2)
allocation to trusts - Bill Downs Posted on 08/24/99 at 11:27 AM
(7)
Welcome! - Michael B. Allmon Posted on 08/23/99 at 2:56 PM
(2)
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