Archive for January 2019

Trust Planning Opportunity and the 65 Day Rule

trust planning 65 day rule

65 Day Rule Benefit for Trustees and Their Beneficiaries March 5, 2019 is the last day It’s not too late to take advantage of planning opportunities for certain trusts for 2018 tax filings. Irrevocable Trusts that do not require the trustee to make distributions of income to the beneficiaries can take advantage of the “65…

Read More