What Should I Do if I Am an Executor or Trustee?
from TaxSense: Keeping What's Yours Hosted by Owen Arnoff and Randy Roth
Originally broadcast May 26, 2012. In this archival episode of TaxSense: Keeping What’s Yours, Owen S. Arnoff discusses some of the responsibilities and practical issues that can arise when someone is asked to serve as an executor or trustee. The program explores the tax, administrative, and recordkeeping considerations involved in handling an estate or trust and highlights why fiduciaries need to understand both their responsibilities and the potential consequences of mistakes. Archive notice: This program is presented as a historical recording. Tax laws, estate and trust rules, IRS procedures, and planning strategies discussed reflect the law and circumstances in effect when the episode originally aired and may no longer be current. This recording is provided for historical and educational purposes only and is not current tax, legal, or investment advice.
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