Monthly Archives: October 2011

The A/B Trust that didn’t get split

Posted on October 28, 2011 by

A husband and wife may have set up an A/B Trust to protect the first-spouse-to-die’s estate tax exemption. But when the husband died, the wife forgot that she did not inherit her husband’s share of the trust assets. This particular … Continue reading →

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The need to file an estate tax return even when it is not required

Posted on October 18, 2011 by

A person can die in 2011 with up to $5,000,000 and his or her estate will pay no federal estate taxes. The federal estate tax return, form 706, is not required to be filed if the gross estate of a … Continue reading →

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