Events
42 events found.
Trusts & Estates
- Events
- Trusts & Estates
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The IRS restated ALL the required minimum distribution (RMD) regulations in 2022. The new (proposed) regulations set out a SIMPLE EASY 4-step process for determining the “countable beneficiaries” of a trust named as beneficiary of a retirement account. |
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A number of cases have chipped away at the clarity of statutes instructive of a trustee’s duty to account, report, and inform. |
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