Estate, Gift, Income, and Property Taxation & Planning; Tax Returns – Yahnian Estate Planning

Trust Ownership of Real Property-Change in Ownership Issues

Transfers Through Medium of Trust Transfers through the medium [...]

By Estepan|2020-03-07T21:42:55-07:00March 7th, 2020|Estate, Gift, Income, and Property Taxation & Planning; Tax Returns, Property Taxes, Trust Transfer Analysis|0 Comments

Saving Real Property Taxes with Non Pro Rata Distributions

Non Pro Rata Distribution of Trust and Estate Assets [...]

By Estepan|2020-03-07T21:35:31-07:00March 6th, 2020|Estate, Gift, Income, and Property Taxation & Planning; Tax Returns, Property Taxes, Trust Transfer Analysis|0 Comments

Change in Ownership Reporting Requirements-Direct Real Property Ownership

CHANGE IN OWNERSHIP REPORTING REQUIREMENTS A change in ownership [...]

By Estepan|2020-03-02T22:56:10-07:00March 2nd, 2020|Change in Ownership Analysis|0 Comments

Alternate Valuation

Generally, the value of all property included in a decedent's [...]

By Estepan|2020-03-02T12:39:41-07:00March 2nd, 2020|Alternate Valuation Date, Estate Taxes, Estate, Gift, Income, and Property Taxation & Planning; Tax Returns|0 Comments

Gross Estate

Property Included in Gross EstateThe gross estate of a U.S. [...]

By Estepan|2020-03-02T12:38:30-07:00March 2nd, 2020|Estate Taxes, Estate, Gift, Income, and Property Taxation & Planning; Tax Returns, Gross Estate Inclusion|0 Comments

Portability of the Estate and Gift Tax Exemption

Electing to Transfer the Deceased Spousal Unused Exclusion (DSUE) [...]

By Estepan|2020-03-02T12:23:15-07:00March 2nd, 2020|Portability|0 Comments