Review Detail

Bob, thanks for keeping all of us on our toes with the technical explanations and illustrations regarding taxation of trusts and estates. You correctly point out that much of this is above most people's heads, and to be cautious about giving out advice on anything, especially something specific in terms of deadlines, filings, etc. Thank you also for mentioned the NUA issue for company stock, something which is always a bit esoteric and can easily elude an adviser (and the entire team as well).