Personal Trust September Newsletter

We’ve made an exception to our usual editorial policy, under which we report on decisions and rulings in the area of estate planning.  In this issue we discuss briefly the filing of a petition in the Tax Court, because of the notoriety of the parties, giving you an early heads up.  The heirs to the Mars confectioner fortune have challenged the IRS’ quarter-billion dollar deficiency notice to their father’s federal estate tax return.  That story leads off this issue of Estate Planning Briefs.

Other briefly noted items include:

              • Trustee ousted
              • Special use interest rates
              • The case of the missing key
              • How to become a highly paid broker

When you or your clients are in need of fiduciary services, please keep TI-TRUST in mind.