TITLE

Added Attention Needed in Representing Beneficiaries of Trusts or Estates

AUTHOR(S)
James P., Weller
PUB. DATE
November 2000
SOURCE
Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p132
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Stresses the importance of understanding related income tax consequences to financial planning professionals representing clients who are beneficiaries of trusts and estates. Discussion on fiduciary income taxation; Examples of some fiduciary income tax elections; Scenarios by which capital gain can be carried out to the beneficiaries.
ACCESSION #
3762592

 

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