Archive for October, 2016

A lot, a whole lot. Here are just some highlights: Pledges: Whether the donor’s executor must honor the donor’s pledge to the extent it remains unpaid at donor’s demise. Trustee’s obligation to provide information: Whether and to what extent the trustee of an outside-managed trust has a duty to provide information about the trust. Charitable …Read More

IRS issues publications on many tax topics. An especially valuable publication for charitable gift planners is Pub 526, “Charitable Contributions”. Pub 526 is updated each year, so if you download it, try to get the most recent version. Like all IRS publications, Pub 526 technically cannot be relied upon, in the sense that IRS is …Read More