In addition to planned gift design, Russ also prepares various tax returns, including:
5227s for remainder trusts
1041s/5227s for lead trusts
990-PFs for private foundations
709s
706s
1041s for decedents' probate estates and for nongrantor irrevocable trusts
Russ does not prepare 1040s for compensation.
As indicated elsewhere on this site, Russ also provides in-depth, critical research into a variety of nontax legal issues relating to trusts, decedents' estates, and future interests. He drafts trial and appellate briefs for lawyers engaged in litigating these matters.
5227s for remainder trusts
1041s/5227s for lead trusts
990-PFs for private foundations
709s
706s
1041s for decedents' probate estates and for nongrantor irrevocable trusts
Russ does not prepare 1040s for compensation.
As indicated elsewhere on this site, Russ also provides in-depth, critical research into a variety of nontax legal issues relating to trusts, decedents' estates, and future interests. He drafts trial and appellate briefs for lawyers engaged in litigating these matters.