Added Attention Needed in Representing Beneficiaries of Trusts or Estates

James P., Weller
November 2000
Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p132
Academic Journal
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.


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