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Financial Planning / Tax Strategies


Subject:  Re: Trust Taxes Date:  10/22/2006  10:44 PM
Author:  forester75 Number:  89201 of 130961

Thanks Carol for your reply. I was under the impression that any assets you inherit allows for a stepped up basis at either date of death or an alternative evaluation date but it appears your situation is identical to my wife's, so trust assets must be handled differently.
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