• Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Call us 772-234-5500

Find us on Map
info@rlloydlaw.com
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
  • Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Tax Time Tip

Tax Time Tip

March 16, 2021 Posted by RLA Estate Planning Law, Probate, Tips, Trust Administration, Uncategorized

The trustees for a Qualified Revocable Trust and an executor of the related estate can file a single tax return under the IRS section 645 election. This allows the Trust to be treated for income tax purposes as part of the decedent’s estate.

-Emily Helmick, Esq. 

Tags: Attorneysbeneficiariesestateestate taxFloridarevocable trustRobin Lloyd & AssociatesTuesday TipsVero BeachWealth Management
0
Share

You also might be interested in

Gift Giving

Apr 2, 2019

An individual can gift up to $15,000 per recipient this[...]

Trustee Selection

Oct 26, 2021

Under Florida law, you can select anyone to be the[...]

As a Crisis brews in the Caribbean, Chaos Returns to Congress

Sep 5, 2017

Hurricane Irma, an historically powerful and potentially devastating hurricane, continues[...]

Leave a Reply

Your email is safe with us.
Cancel Reply

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message
Let Us Consult You | Call 772.234.5500

Our Firm

Robin Lloyd & Associates, P.A. is an established firm handling the legal needs of Vero Beach since July of 1990. Robin A. Lloyd, Sr., a Vietnam War veteran, founded the Firm after practicing as a Partner in the Vero Beach office of a 55-laywer firm headquartered in West Palm Beach since 1974. The Firm represents many Clients, including high wealth individuals, and focuses on several different areas of law including, but not limited to: Estate Planning, Probate, Guardianship, Trust Administration, Real Estate, all areas of Taxation, and Business Law.

Contact Us

  • Robin Lloyd & Associates, PA
  • 5089 Highway AIA, Vero Beach, Florida 32963
  • 772.234.5500
  • info@rlloydlaw.com

Get Social

© 2022 · Robin Lloyd & Associates. Site by Squared Studios. | Privacy Policy

Prev Next