Tips of the Trade: The IRS Will Get Its Money, Just Not From Your Client-Fiduciary

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Tips of the Trade: The IRS Will Get Its Money, Just Not From Your Client-Fiduciary

California Trusts and Estates Quarterly - Volume 27, Issue 1 (2021)

Credit(s):

1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Self-Study Credit

Course Number:

TE_Vol.27_No.1_2

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Available for 3 months after Registration

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This product is Passport Eligible

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Category: Trusts & Estates

Category: Trusts & Estates (show less)

The purposes of a trust administration and a probate administration are identical: settle the decedent’s affairs and provide finality for the decedent’s successor(s) in interest. This article focuses on a common professional practice that undermines that goal of finality, namely: the withholding of a reserve amount for potential federal estate or income tax liabilities.

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