Posts Tagged ‘Trust Planning’

Trust Planning Opportunity and The 65 Day Rule

Trust Planning Advantages It’s not too late to take advantage of planning opportunities for certain trusts for 2015 tax filings. Irrevocable Trusts that do not require the trustee to make distributions of income to the beneficiaries can take advantage of the “65 Day Rule”. This Rule allows trustees to make distributions within 65 days of…

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