What is Form 1041 used for? If an estate or trust has gross income of $600 or more during a…
IRS Form 56 is used to notify the IRS of the creation or termination of a fiduciary relationship under section…
The American Housing and Economic Mobility Act of 2021 (now "of 2024") may have taken on new life recently as…
The amounts below are the estate tax exclusion amounts as provided by the IRS. Unless Congress takes action, in 2026,…
In 2021, we blogged about a valuation case, Connelly v. U.S., 20 F. 4th 412 (8th Cir. 2023). We noted…
Until recently, the IRS has said little (if anything) regarding whether assets the beneficiary of an irrevocable trust receives get…
The following is a mishmash of information on various Elder Law, Special Needs Law, and Estate Planning issues. It also…
Many families get this issue confused, but it's serious business for the IRS. In Cardiovascular Center, LLC v. Commissioner of…
We regularly post links to news articles and other resources related to Elder Law and Special Needs Law. We focus…
We regularly post links to news articles and other resources related to Elder Law and Special Needs Law. We focus…