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Advanced Estate Planning Conference 2013


Preparation of Form 5227 for Charitable Trusts


Jul 17, 2013 9:00am ‐ Jul 17, 2013 9:50am

Description

The Form 5227 is a unique form that needs attention with regard to information that other forms do not require. Topics that will be covered include: Topics that will be covered include:
• The difference in reporting for a CRAT and a CRUT
• Balance sheet reporting with no bookkeeping
• Liabilities for unpaid NIMCRUT amounts, NIMCRUT carryovers
• Allocation of deductions
• New for 2013: tracking for the Net Investment Income Tax under Sec. 1411

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