June 2011 Trusts & Estates Newsletter


This month's issue features an article on the income tax reporting requirements for a grantor trust, i.e. under what conditions is a fiduciary not required to file a Form 1041. Another article deals with the elections that are available to an executor when filing a Form 706 and the requirements for making one or more of the available elections.

Additional features include the circumstances under which capital gains are not taxed to the trust or estate but rather to the beneficiaries. There are also charts listing the required attachments for the estate & inheritance returns in NJ, NY CT & PA and Form 706 schedule information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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