[WSBAPT] Distributions from Estate to Charity
Robert R. Cole
cole-gilday at stanwoodlaw.net
Fri Mar 13 11:17:08 PDT 2020
Estate goes 20% to charity, the rest to individuals. Will has no other
relevant provisions. Estate has tax deferred annuities with taxable
income, which could partially fund any bequest. Can the PR give all
those TDAs to the charity with the IRS not complaining??? Thanks.
--
Very Truly Yours,
Robert R. Cole
Law Office of Cole & Gilday, P.C.
10101 - 270th St. NW
Stanwood, WA 98292
(360) 629-2900 (Telephone)
(360) 629-0220 (Fax)
This message contains confidential and privileged information that is
intended only for the named recipient(s).Unless you are the named
recipient or authorized agent thereof, you are prohibited from reading,
copying, distributing or otherwise disseminating such information.If you
receive this communication in error, please notify the sender immediately.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200313/b6e3fe7f/attachment.html>
More information about the WSBAPT
mailing list