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IPB Tax, Trusts & Estates Newsletter


Follow links to the IPB Tax, Trusts & Estates Newsletter

In This Issue:

  • Not All Probate is Created Equal - State law options such as Statement in Lieu, Modified Administration, and Small Estate Administration offer alternatives to traditional estate administration.
  • Simplifying Estate Valuation - Careful attention to appraisal requirements helps to avoid audits and penalties, and appropriate use of alternate valuation may save federal estate taxes.
  • IPB in the News
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