Capital Gains and Income in an Irrevocable Trust скачать в хорошем качестве

Capital Gains and Income in an Irrevocable Trust

In an irrevocable trust, if capital gain is realized by the trust with trust principal distributed out to a trust beneficiary during the calendar year, the distribution of trust principal to the trust beneficiary may be tax-free to him/her with the capital gain taxed to the trust. This kind of potential consequence can be played out when you set up such a trust. You can "role play" such scenarios with your estate planning attorney. From there, you can better design the trust. RUTH P. GEORGE LAW PLLC Website: www.ruthpgeorgelaw.com Address: 5555 Main Street, Williamsville, NY 14221