Tue
13
Oct
2009

642(c)(1) trust

No votes yet
Due to overpayment of fed and state estate and income taxes, Trust does not have enough cash to distribute to charitable remainder beneficiaries to obtain deduction under 642(c)(1). Any suggestion would be appreciated. Two suggestions are (1) use of a note from trustee to charitable bens, and (2) an assignment from trustee to chartable bens. For some reason 645 election was not made. Am considering possible late election or 9100 relief.
Wed
16
Dec
2009
50
points
#01 by Thomas Wesely    

642(c)(1) trust

Facts are not clear, need to eleborate more. For example, you refer to a charitable remainder bene, yet it apparently is not a CRT?