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Thank you, I appreciate your taking time to reply.
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I am helping a client who has to file Forms 1040 for 2020-2024. I had myself convinced I could efile three of those but 2020 and 2021 would have to be paper fil...
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The Trust language is very specific about repayment of Medicaide and further the ongoing qualification for any federal, state and local benefits programs, suppl...
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Thank you for the term "self-settled SNT".
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Fees can vary with the size and complexity of the Trust.I have reread the Trust Document (good suggestion) and am reminded that the IRC does not have to mirror ...
