I haven't been able to follow the twists and turns of the validity of the FINCEN rule, so I am asking the list: 1. Is the FINCEN rule currently in effect? 2. If it is, does it apply to the transfer from a husband and wife to their irrevocable trust? ...
Erin: Roger's interpretation is correct. The executor of a deceased executor does not have the right nor succeeds to the position of executor of the estate being administered by the deceased executor. Instead, one has to go back to the Will ...
If you use an ELED to put it into the trust, then couldn't the trust sell the property and distribute the funds to nephew? The buyer would pay any transfer tax. Mike ---- Michael D. Monte, Esq. Law Offices of Monte & Monte, P.C. ...