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Use this section to ask questions regarding charitable gift and estate planning case questions. The purpose of this forum section is to allow any member to ask questions about current cases they are working on. The format of your questions should start with something like "I have a donor" or "I have a clients who wants" or "My client want to sell," or generate income from. Additionally, click on any forum specific to a charitable gift or estate planning technique and ask a question about that technique. These types of questions are all acceptable in this forum.
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What's Going On?
Currently active users: 4001 (5 users and 3996 guests)
Marc Hoffman, David Givnish, Lee Hoffman, Tom LATKA, Darby Bowman
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Topics: 108, Posts: 351, Users: 40304

Community

Recent activity

The Perfect Storm: Prospective Expiration of the Bush Tax Cuts

"Hi, I'd like to post to Jon Kraus's point. I agree that the Bush Tax Cuts are the moniker used by most commentators (including me) because that's..." from LeonLaBrecque.
"In the Bush Tax Cut article it would be interesting for the Hypothetical Case to show the net cost of $1.000.00 gift under current law and under the..." from John Eilers.
"Question: why do we keep referring to them as the "Bush tax cuts" when they were renewed by the current President and Congress? And why would the..." from jonkraus.

Standard Automobile Mileage Rates for 2012

"Automobile mileage rate has been increased in these days. As due to prices this was very low previously. Great to read this article. Actually this..." from Adk109.

IRS Releases Publication on Donating Cars to Charity

"Car donation is really very important, if they are getting bored with car or they can buy new then donating it is the best option." from Adk109.

Attorney Suggests Three Exceptions/Clarifications to Charitable Appraisal Rules

"I wholeheartedly agree! Without these exceptions, the unintended consequences of these onerous rules will have a stifling effect on well intentioned..." from maxsdadeo.

Issuance of Units from Organization's Endowment Fund to CRT Does Not Cause UBTI

"this ruling was paired with PLR 201209014. see also PLRs 201105049 and 050, issued more than a year ago, where the org had only a 25 pct. remainder..." from Russell A. Willis III.
"Does this mean that a trustee is no longer required to be 100% remainder bene to invest a CRT in its Endowment? That requirement has been dropped?" from George Atwood.

Creative Applications of Life Insurance in Charitable Lead Trusts

"Don't understand the use of MEC Life insurance in a grantor CLT. If dividends or cash value are used as suggested in Example A aren't all such..." from William Sapers.
"Is there a possibility that a deduction could be dissallowed if the CLT owns and is the beneficiary of the life insurance? (e.g., could the charity..." from mpressler.