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irrevocable trust

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A LOVELY PICTURE
(2)
gifting as money

 Gifting can play a crucial role in estate-tax plans. Through gifting, you can distribute assets to family members or friends or support a religious, educational, or professional organization....

Started in A LOVELY PICTURE • 3 years ago • 0 responses
Tags: irrevocable trust

Gina's Tax Tips
(1)
Basis and Holding Period of Distributed Assets

Bill asks: My mother had a number of securities in an irrevocable trust. I am the sole primary beneficiary (and trustee) on the trust. Under the terms of the trust, the trust ended when she died and...

Started in Gina's Tax Tips • 3 years ago • 0 responses
Tags: irrevocable trust

Gina's Tax Tips
(1)
Irrevocable Trust Earnings

Amy asks: If a special needs irrevocable trust is set up and a distribution is made to beneficiary with the special need, are the earnings of the trust up to the amount of the distribution passed...

Started in Gina's Tax Tips • 3 years ago • 0 responses
Tags: irrevocable trust
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