Sept. 2011 Trust & Estate newsletter

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The September issue features an article on pooled income funds and how they can serve as an alternative to a charitable remainder trust. Also included is an article discussing how the handling of estate administrative expenses can effect the marital deduction. Finally we provide information on unduly prolonged estates and the release of new forms for 2010 estates.

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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.

© Thomas Mohle | Attorney Advertising

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