Thursday, December 5, 2013
The November 2013 issue of the Estate Analyst contains an end-of-year Q&A by Robert L. Moshman Esq. entitled, Explaining Trust Income Strategies.
The conclusion of 2013 is when many grantors, trustees, and beneficiaries will try to understand the full implication of current rules. Important questions for end-of-year planning, as well as long-term planning, will be posed to financial planning advisors. This Q&A hopes to provide timely and useful information about trust income tax strategies.