Archive 2 of the Estate Planning Forum
Postings from Jan 2004 to Sept 2005 are listed here.
No further postings are allowed to these messages.
Tip: Use Ctrl-F to find text in headers.
Sponsored by CalCPA Estate Planning Committee
and
LA Chapter Estate Planning Committee.
 AARP Bulletin article - Chris McGonigle Posted on 09/23/05
(0)
Executor seeking name of 401(k) beneficiaries - John S Posted on 09/23/05
(0)
tax on IRA distribution from trust - Linda Williams Posted on 08/31/05
(1)
Re: Surviving spouse is a prosperous artist - Mike Posted on 08/29/05
(0)
Surviving spouse is a prosperous artist - Mike Hagedorn Posted on 08/26/05
(2)
CA Form ET-1 Filing Requirement - H. Hartman Posted on 08/23/05
(1)
gifting - Greg Page Posted on 08/22/05
(1)
gifts to ILIT w/ skip and non-skip bene's - laura kauls Posted on 08/22/05
(0)
notification to beneficiaries under 16061.7 - g seigel Posted on 08/18/05
(1)
401k w/Trust as Beneficiary - Mark Hawkins Posted on 08/12/05
(2)
QTIP - Owner of Residence - Glenn Hammill Posted on 08/10/05
(1)
AMT and bonds - Suzanne Posted on 08/08/05
(1)
Interest Deduction on Form 706 - Amy Posted on 08/06/05
(1)
administrative trust and charitable set aside deduction - Phyllis Frank Posted on 08/02/05
(2)
reverse mortgage- income tax question - Michael B. Allmon Posted on 07/25/05
(6)
Professional Corp, death of majority owner - Linda Williams Posted on 07/22/05
(2)
life estate on real property at first death - Linda Williams Posted on 07/22/05
(1)
Trust as IRA beneficiary - Tobyann Mandel Posted on 07/13/05
(3)
Probate Attorney Fees - JohnS Posted on 07/12/05
(4)
Re: Life insurance trust proceeds used to pay estate taxes - Mike Posted on 07/05/05
(0)
Life insurance trust proceeds used to pay estate taxes - Karen Ginsburg Posted on 06/28/05
(3)
closing letter and gst tax return - Nina Posted on 06/27/05
(0)
Can grantor trust pay capital gains tax arising from disposition of trust assets on behalf of grantor? - Barbara Taggart, CPA Posted on 06/24/05
(1)
forgiveness of debt income - Linda Posted on 06/21/05
(2)
gst - nina Posted on 06/15/05
(1)
 Re: gst - Julie Malekhedayat Posted on 06/22/05
(0)
Accrued Interest on U.S. Savings Bonds - Mary Kay Foss Posted on 06/11/05
(1)
Transmission Expenses - Mary Kay Foss Posted on 06/11/05
(2)
Allocation of estate tax between charity & non-charity - Keith Plottel Posted on 06/09/05
(2)
Charitable deduction - Keith Plottel Posted on 05/27/05
(1)
variable annuity income - gseigel Posted on 05/24/05
(4)
Late allocation of gst exemption/notice of allocation on form 709 - Nina Posted on 05/19/05
(0)
Capital Losses in Final Year of Estate to Charities - Rick Sinclair Posted on 05/18/05
(1)
QPRT and vacation homes - Julie Malekhedayat Posted on 05/13/05
(2)
crt and ubti - nina Posted on 05/12/05
(2)
adjusted taxable gifts - Dan S Posted on 05/11/05
(2)
Estate final distribution: Tax clearance needed? - JohnS Posted on 05/02/05
(2)
Deferred Private Annuity - Kristin Tilley Posted on 04/29/05
(1)
signature on 706 - Linda Posted on 04/29/05
(1)
Sub S and tax free exchange - steve Eiges Posted on 04/20/05
(2)
California 541: 401k distribution occurs in estate, CA tax for non-resident heir? - JohnS Posted on 04/05/05
(3)
Section 6166 election on funds held with an accomodator in a 1031 exchange. - Mike Hagedorn Posted on 04/04/05
(1)
Re: Capital Loss Carryforward for a QTIP trust - Mike Posted on 04/04/05
(0)
Atty fees on 706 - Bob Abelson, CPA Posted on 04/04/05
(3)
Capital Loss Carryforward for a QTIP trust - Mike Hagedorn Posted on 04/02/05
(1)
Transfer of lifetime income interest in CRUT - heh Posted on 03/28/05
(1)
Foreign person 706 filing requirement - Joe Kashani Posted on 03/26/05
(1)
discharge for personal liability - supplemental return - Richard Cassidy Posted on 03/21/05
(1)
CRUT and basis stepup - Dan S Posted on 03/21/05
(7)
valuation of self-generated art on death of artist's husband - Nancy Rice Bott Posted on 03/10/05
(5)
Real Estate Discounts on Form 706 - Glenn Hammill Posted on 03/09/05
(4)
Irrevocable Trust property moving to CRT - Gary Corderman Posted on 03/01/05
(1)
Securities reporting for Form 706 - Dan S Posted on 02/28/05
(2)
Microsoft Dividend - Mary Kay Foss Posted on 02/21/05
(5)
Community Property Status for Real Estate held in a Non-Community Property state - carol ach Posted on 02/16/05
(2)
disclaimers - laura kauls Posted on 02/11/05
(2)
should all Califronaia trusts be moved? and armadillo's are from Texas - Ted Humphreville Posted on 02/04/05
(1)
Trustee allocation of income in CRT - Mary Ann Quay Posted on 02/02/05
(1)
re: decedent's unused capital losses - neal teplin Posted on 02/01/05
(1)
funding bypass w/note secured by residence - Richard Cassidy Posted on 01/27/05
(9)
What is 2005 CA filing requirement for ET-1 - Gene Gourdeau Posted on 01/22/05
(1)
Form 1041 Name Change - Mary Kay Foss Posted on 01/21/05
(2)
final fiduciary tax returns - nina Posted on 01/18/05
(1)
Form 706 Schdule K- income tax deduction for 401k? - JohnS Posted on 01/18/05
(2)
SE tax on Residuals paid to surviving spouse & benes - Gene Gourdeau Posted on 01/17/05
(2)
QPRT Compliance - Marc Lauter Posted on 01/15/05
(3)
Sec. 678 Applicability to Probate Estate - John Jacobson Posted on 01/14/05
(1)
Early Termination of QTIP - Linda K. Posted on 01/06/05
(1)
Private Professional Trustee - Mads B. Bjerre Posted on 12/21/04
(2)
Probate attorney fees deduction - JohnS Posted on 12/20/04
(2)
Trust treatment of IRD - Michael Deems Posted on 12/09/04
(7)
Re: Trust treatment of IRD - John Jacobson Posted on 12/10/04
(4)
Step Up Basis for Rental Real Estate in Trust/and Partnership - Nancy Posted on 11/23/04
(3)
Probate Plus conversion to Fiduciary Accounting System - Nina A Posted on 11/16/04
(1)
Timing of Title Transfer - Mary Kay Foss Posted on 11/10/04
(3)
Marital Deduction Election - Taen Saeteurn Posted on 11/10/04
(2)
Inherited partnership interest - tax consequences of no Sec 754 election - Robert Ginsburg Posted on 11/09/04
(2)
capital gain allocation between fiduciary and beneficiaries - Nina Posted on 11/09/04
(5)
Fund living trust with DBA bank account - Gene Gourdeau Posted on 10/18/04
(1)
stepped up basis - Gary Engler Posted on 10/14/04
(1)
'04 1040 & payroll taxes - George Fisher Posted on 10/14/04
(1)
Depreciation for surviving spouse rental property - Kathy Holland Posted on 10/04/04
(3)
valuation of estate inventory - Susan Wolfson Posted on 10/01/04
(2)
IRA Distributions - Glenn Hammill Posted on 09/27/04
(3)
transmission expenses, 706 presentation, trust funding - Phyllis Frank Posted on 09/23/04
(1)
late allocation of gst - Nina Posted on 09/15/04
(4)
fiduciary accounting software - Nina A Posted on 09/14/04
(1)
court accounting software - Phyllis Frank Posted on 09/14/04
(6)
Form 706 for 2004 decedents - Dan S Posted on 09/13/04
(2)
2032A Special Use Valuation - Connie Logan Posted on 09/08/04
(1)
Basis of partnership on 2nd Death - Steve S. Posted on 08/28/04
(2)
Subsequent death of one heir - Vee Posted on 08/26/04
(1)
GST Statute of Limitations - Joe Vidal Posted on 08/09/04
(2)
ira beneficiary disclaimer - Ted Humphreville Posted on 08/05/04
(0)
Decedent's IRA - Bill Posted on 08/04/04
(1)
Basis in QTIP Trust assets distributed at 2nd death - kerrylorincz Posted on 08/04/04
(3)
ira beneficiary disclaimer to his kids - tedhumphreville Posted on 08/03/04
(2)
706 closing letter - laura kauls Posted on 08/02/04
(1)
adequate disclosure on gift tax returns - Nina A Posted on 07/27/04
(3)
form 1041-expenses personal residence /cap loss - Ellen Hauskens Posted on 07/24/04
(4)
Form 8855 - Bob Abelson, CPA Posted on 07/24/04
(2)
Residence in Bypass Trust - Bob Abelson, CPA Posted on 07/22/04
(3)
qprt and mortgages - Nina A Posted on 07/13/04
(3)
Re: Second Death – Distributions from Bypass & Survivors Trust - Mary Kay Foss Posted on 07/13/04
(7)
Second Death – Distributions from Bypass & Survivors Trust - Glenn B. Hammill Posted on 07/12/04
(1)
fiduciary accounting software-update question - Susan E. Cohen Posted on 07/09/04
(0)
Form 5227 Split interest trusts - Nina A Posted on 07/06/04
(1)
Residence to Kids: Part Sale, Part Gift - Glenn B. Hammill Posted on 06/23/04
(3)
capital gains and dni - Nina A Posted on 06/23/04
(1)
Form 706 Status Report from IRS - Mike Allmon Posted on 06/23/04
(0)
Fiduciary Accounting Software - Susan E. Cohen Posted on 06/22/04
(4)
CRUT step-up on taxable portion - Carlene Jones Posted on 06/18/04
(3)
gst reporting - Nina A Posted on 06/17/04
(1)
Character of out-of-state property - Donelda Bernard Posted on 06/16/04
(5)
planning for C corps and their owners - Mike Allmon Posted on 06/16/04
(3)
Reporting to Department of Health Services - Susan E. Cohen, CPA Posted on 06/09/04
(3)
Re: termination of trust and capital gains - Nina Posted on 06/02/04
(1)
2004 Form 706 - Dan S Posted on 05/28/04
(2)
termination of trust and capital gains - Nina Posted on 05/25/04
(4)
capital loss on 1041 estate administration - Susan E. Cohen, CPA Posted on 05/24/04
(5)
Form 1041's for insurance trusts - Nina Posted on 05/24/04
(1)
FLP - Tibor Zelig Posted on 05/16/04
(3)
Re: FLP - Mike Allmon Posted on 05/17/04
(2)
Re: FLP - Tibor Zelig Posted on 05/17/04
(1)
Re: FLP - Mary Kay Foss Posted on 05/22/04
(0)
FLP - Tibor Zelig Posted on 05/07/04
(4)
Re: FLP - Nelson Handy Posted on 05/07/04
(3)
Re: FLP - Mike Allmon Posted on 05/07/04
(2)
Re: FLP - allmon Posted on 05/07/04
(1)
ordinary annuity loss - NINA Posted on 05/05/04
(2)
Qualified residence interest - Jim Brightman Posted on 04/21/04
(6)
Restarting the Estate Planning Forum - Bill Downs Posted on 04/20/04
(6)
Form 709 - 5 year forwarding under Sec. 529
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Rossella
Posted on
04/14/04
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2 )
gift to QPRT
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laura kauls
Posted on
04/13/04
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4 )
RMD Death Benefit End Date Calculation
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Vlad
Posted on
04/09/04
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3 )
Form 8855 now available
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Dan S
Posted on
04/09/04
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1 )
Election t tax revocable trust as part of the estate
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Nina
Posted on
04/09/04
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1 )
Crummey letters
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laura kauls
Posted on
02/21/04
(
6 )
Trust funding language
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Dan S
Posted on
04/06/04
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4 )
Deceased Spouse and Community Property
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Tam
Posted on
04/06/04
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3 )
GST reporting
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laura kauls
Posted on
03/29/04
(
1 )
valuation of close-held stock at DOD
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laura kauls
Posted on
03/25/04
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4 )
IRAs
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Jennifer
Posted on
03/22/04
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3 )
Re: IRAs
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Bob Birgen
Posted on
03/22/04
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2 )
Re: IRAs
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Jennifer
Posted on
03/22/04
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1 )
Re: IRAs
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Mary Kay Foss
Posted on
03/22/04
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0 )
IRAs in estate planning
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Susan Carlisle, CPA
Posted on
03/04/04
(
1 )
how to hold title
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Jane Casner-Kirchner
Posted on
03/01/04
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1 )
Excess Deductions on Termination; Charity Deduction
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John Jacobson
Posted on
02/26/04
(
0 )
Fed I.D. numbers problems, trusts- IRS website...
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Mike Allmon
Posted on
02/24/04
(
1 )
value of "leased fee interest" on 706
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laura kauls
Posted on
02/23/04
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2 )
Sec 2056(b)(3)
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Tibor Zelig
Posted on
02/24/04
(
4 )
706 Preparation Seminar
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Harriet N. Reiter
Posted on
02/23/04
(
1 )
Gift tax return reporting only cash gifts
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Robert Lee Turner
Posted on
02/22/04
(
1 )
Crummey letters
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laura kauls
Posted on
02/21/04
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2 )
Differing Values on 706 and Ben. Sch D.
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Harlan Levinson, CPA
Posted on
02/19/04
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1 )
Death of My Daughter
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Dan Lowe
Posted on
02/17/04
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2 )
Interest or principal at funding, pecuniary beqeust, interest required to be paid
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Anna Maria Galdieri
Posted on
02/12/04
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1 )
Trust Distribution;65 Day Election
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Robert Lee Turner
Posted on
02/11/04
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2 )
Colorado property
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laura kauls
Posted on
02/10/04
(
1 )
funding sub-trusts with annuities
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laura kauls
Posted on
02/09/04
(
2 )
final estate 1041;all non-resident alien bene's
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laura kauls
Posted on
02/04/04
(
5 )
Social Security Benefits - Claim benefits early?
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Glenn Hammill
Posted on
02/04/04
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2 )
Re: trust accounting and amending prior returns
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Susan E. Cohen
Posted on
02/02/04
(
4 )
Qualified Personal Residence Trust
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Jim Grace
Posted on
02/01/04
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2 )
Bypass Trust Funding
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Bob Abelson
Posted on
01/30/04
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6 )
Packaging the 706
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Joel Garfield
Posted on
01/30/04
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4 )
trust accounting and amending prior returns
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Susan E. Cohen, CPA
Posted on
01/27/04
(
9 )
qualified personal residence trust
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Nina
Posted on
01/21/04
(
1 )
Trust Accountings
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Nina
Posted on
01/14/04
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2 )
Proration of estate taxes & specific charitable bequest
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Terri Hogoboom, CPA
Posted on
01/12/04
(
3 )
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