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Complying with the IRS's "Unbundling" Rules under §67

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Coursebook Papers:

Complying with the IRS’s Trustee Fee Unbundling Rules - Slides (18 pp) $29.00

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IRS Guidance on the 2-Percent of AGI Floor for Trusts and Estates (6 pp) By Kevin Matz

IRS Issues Final Regulations on Estates and Nongrantor Trusts’ Expenses Subject to the 2%-of-AGI Floor (6 pp)

26 CFR Part 1 Section 67 Limitations on Estates or Trusts (7 pp)