Thomas Vincent Bret

Thomas Vincent Bret's Answers (112)

Walnut Creek, CA

Tax Lawyer at Walnut Creek, CA

Practice Areas: Tax, Estate Planning ... +2 more

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What is the deadline, if any, to apprise the IRS of a appraised values of properties in a trust after the trustor passes away?

Thomas's answer | Answered on December 02, 2014

If the total value of the estate is large enough, generally 5,340,000 for deaths occurring in 2014, an estate tax return (IRS Form 706) reporting...

Archived

The attorney who set up my living trust has vanished and has possibly been disbarred. Is my trust valid and properly recorded?

Thomas's answer | Answered on January 13, 2014

Your trust should be valid if it was properly drafted, executed and funded. A meeting with to review your situation and review the trust document...

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