Third Quarter Briefing
Estates that are smaller than the filing threshold for the federal estate tax should, in many cases, still file a federal estate tax return, because that’s the only way to preserve the deceased spouse’s unused exemption. Executors who overlook this vital step may be able to cure the oversight, based upon a new Revenue Procedure. Details in this quarterly issue of TI-Trust's Estate Planning Briefs.
Also in this issue:
• Waiver enforced
• The meaning of “unsuccessful”
• The case of the missing stock shares
• Extension for GSTT allocation
• Crypto discount?
• One door closes, another opens
When you or your clients are in need of fiduciary services, please keep TI-Trust, Inc in mind.
https://www.ti-trust.com/wp-content/uploads/2022/09/Third-Quarter-Briefing-2022.pdf
About TI-TRUST, Inc.
TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services. With solid core values and decades of proven commitment to high ethical standards, our experienced team of financial, legal, and administrative professionals is dedicated to earning and maintaining the trust and confidence of our clients. Founded more than sixty years ago in Quincy, Illinois, today, we have locations in five states and hold more than $14 billion in managed assets for individuals and institutions nationwide.
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