Tax Issues for Trusts — Simplified
JULY 29, 2013 VOLUME 20 NUMBER 28 Judging from the questions and comments we get here, taxation of trusts is one of the most confusing issues we regularly write about. We’re going to try to collect the most important rules here for your convenience. Note that we will not try (in this summary) to touch […]
EINs for Trusts: The Questions Just Keep Pouring In
APRIL 16, 2012 VOLUME 19 NUMBER 15 Tax ID numbers for trusts. When we first wrote about this topic, we did not appreciate how interested our readers would be. We thought that the issue was sort of dry, actually, and that most people would have asked their lawyer or their accountant for direction. It has […]
Tax Identification Numbers for Trusts After Death of Spouse
MARCH 26, 2012 VOLUME 19 NUMBER 12 Here at Fleming & Curti, PLC, we keep tabs on what brings people to our website. We look at referring pages, at search terms and at a variety of other items. We are intrigued by what persistently tops the search-engine list. The most common search? It’s some variation […]
We Take a Stab at Some Of Our Common Legal Questions
FEBRUARY 21, 2011 VOLUME 18 NUMBER 6 We get asked plenty of general legal questions. We try to give helpful answers, recognizing that we can not give specific legal advice to non-clients (and particularly to questioners from outside Arizona, where we are licensed to practice law). Often our best answer is “check with a local […]
Do You Need a New Tax ID Number for Your Living Trust?
AUGUST 17, 2009 VOLUME 16, NUMBER 51 Imagine that you are trying to change the title on your bank account into the name of the living trust you and your spouse just set up. The nice lady at the bank is telling you that you need to get a new tax identification number for the […]