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Expectations for Trustees

Close friends and family members who are considering accepting the role of trustee or who find themselves unexpectedly serving as successor trustee should review a few of the many legal obligations tied to the role.
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Form 8971 Guidance for Executors

A new federal tax form is causing reporting and tax confusion for executors. Form 8971 is prompting some executors to seek counsel to determine whether the form is required for the estate and, if so, how to properly complete the form.
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