Reasons to Value a Trust
Recently I gave a lecture on the valuation of trusts. While I am not an accountant nor am I a valuation expert, […]
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Dynasty and Generation Skipping Trusts Can Trigger a Compromise Tax
A number of years ago I wrote about the dangers of accidentally triggering a Compromise Tax in New Jersey and in Pennsylvania. It occurs […]
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Beware the Compromise Tax
One area of estate administration that often gets overlooked on tax returns is the compromise tax. When a decedent transfers assets that […]
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