Fiduciary Income Tax Planning of Distributions In-Kind and Specific Bequests
ACTEC Trust & Estate Talk · © 2024 The American College of Trust and Estate Counsel
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Show Notes
An overview for fiduciaries when distributing property to a beneficiary, in cash or in-kind, and the tax considerations, consequences and planning strategies.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.