Legal Question in Wills and Trusts in California

If the last surviving spouse of a Family Trust expires, & the trust is way under 5 million, when can Income Tax returns for the Trust and for the decedent be filed?


Asked on 3/13/12, 9:58 am

1 Answer from Attorneys
Michele Cusack Pollak & Cusack

Final income tax returns for the decedent and the trust can be filed as soon as all the relevant financial information can be gathered, but return or request for extension must be filed no later than April 15 of the year following the decedent's death. Make sure your accountant is familiar with fiduciary accounting.

*not legal advice*

Read more
Answered on 3/13/12, 10:52 pm


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in California