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Talking Trusts… and Taxation

Estate planning attorneys need to understand and explain taxation of trusts in order to properly advise clients. Individual clients need to understand the implications of the plan their attorney suggests in order to properly file their own taxes. Determining whether a trust qualifies as a grantor trust or a nongrantor trust is the first step in determining tax liability for a particular year.

January 18, 2023 //  by Regina Slaton Schauer

Estate planning attorneys need to understand and explain taxation of trusts in order to properly advise clients. Individual clients need to understand the implications of the plan their attorney suggests in order to properly file their own taxes. Determining whether a trust qualifies as a grantor trust or a nongrantor trust is the first step in determining tax liability for a particular year. Read on to learn more

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Regina Slaton Schauer
Regina Slaton Schauer
Estate Planning Attorney at Slaton Schauer Law Firm, PLLC
Regina Slaton Schauer, has been practicing law for 25 years and is licensed to practice in Texas and Oklahoma. In addition to doing estate planning, her background includes being a Judge for eight years, working in a district attorney’s office and running two international programs where children were brought from orphanages and placed into loving American homes.
Regina Slaton Schauer
Latest posts by Regina Slaton Schauer (see all)
  • Just When You Thought You Understood the 10-Year Rule, Think Again - January 24, 2023
  • Talking Trusts… and Taxation - January 18, 2023
  • Easy Business Succession Planning - January 12, 2023

Category: Estate Planning, Legal Education

Previous Post: « Easy Business Succession Planning
Next Post: Creating a Durable Power of Attorney estate planning»

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