Trust Settlement & Probate: A Tax Perspective

The world of trust settlement & probate often leads to an array of unexpected challenges for the successor trustee or personal representative to sort out, requiring not only an estate attorney but also the critical roles of a tax advisor, financial advisor, real estate professionals, and more.  Join Kate and Ron as they share how to help beneficiaries resolve issues such as a convoluted tax history of delinquent returns, fees/penalties, trust accounts, timing of distributions, allocation of assets, funding/taxation of inherited IRAs, and more.   Be a hero during a difficult and emotional time as well as forge lasting bonds with the next generation