Law Income and Wealth Transfer Tax Aspects of Joint Trusts

1. ABA Tax Section Mid-Year Meeting Fiduciary Income Tax Committee January 25, 2014 Phoenix, Arizona Brian P. Tsu Melinda Merk Henderson, Caverly, Pum & Charney LLP SunTrust…

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Slide 1 Unsolved tax issues after 10 years of practice Thierry Blockerye 22 November 2005 Slide 2 Unsolved tax issues after 10 years of practice · 22 November 2005 1 Table…