Estate, Gift & Trust Taxes

Do Trusts Get 1099s? Grantor, Non-Grantor, and K-1 Rules

Transferee vs. Transferor: Basis, Gift Tax, and FIRPTA

Uniform Gifts to Minors Act: Custodians, Taxes, and Age of Majority

Tax Consequences of Terminating an Irrevocable Trust

Are Inherited Royalties Taxable? Basis, Depletion, and Reporting

Form 1041 Late Filing Penalty: Rates, Interest, and Abatement

Can a SLAT Be a Non-Grantor Trust? Adverse Party and Tradeoffs

Part Sale, Part Gift: Income Tax, Gift Tax, and Basis

What Is a Qualified Disability Trust? Tax Election, Costs, and Rules

Can a Charity Be a Beneficiary of an IRA? Rules and Tax Benefits