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Daily Archives: January 29, 2017

Estate Tax Portability -- What If the Executor Refuses to File

Estate Tax Portability — What If the Executor Refuses to File?

Newsletter, Tucson Elder LawBy Robert FlemingJanuary 29, 2017

JANUARY 30, 2017 VOLUME 24 NUMBER 5 We knew it would happen, and now it has. A surviving spouse has sued to force the administrator of the deceased spouse’s estate to file a federal estate tax return to perfect the “portability” election. Before we can tell you how it turned out, we’ll need to explain…

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