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Tax Management Portfolios: Estates, Gifts and Trusts

By Jenny Hohenstein •  October 12, 2023
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Have a tax issue related to an estate or trust? Tax Management Portfolios may have your answer! According to Bloomberg Law, Tax Management Portfolios are "written by leading tax practitioners and cover virtually every tax topic with deep analysis, real world examples, working papers, and the perspectives you need to make informed decisions."

All Estates, Gifts and Trusts Portfolios are available to borrow through Jenkins.

Check-out these 5 titles:

  • Portfolio 820-4th: Administrative Powers Over Trusts - Estate and Gift Tax Considerations - Portfolio 820 provides in depth analysis of the development of the law with regard to the estate and gift tax consequences of various administrative powers granted to trustees, reserved by a settlor or a decedent, or held by an executor, custodian or others.
  • Portfolio 821-3rd: Federal Tax Issues of Employee Plan and Commercial Annuities - Portfolio 821 discusses the federal estate, income, gift, and generation-skipping transfer tax issues related to employee plans and commercial annuities.
  • Portfolio 852-4th Income Taxation of Trusts and Estates - This title covers the rules governing the income taxation of estates, trusts and their beneficiaries.
  • Portfolio 853-1st Accounting for Trusts and Estates - Focusing on the needs of fiduciaries and their accountants, Portfolio 853 describes how to account for income and principal of an estate or trust.
  • Portfolio 830-3rd: Valuation: General and Real Estate - This title provides an overview of the typical methods used in the valuation of assets, including real estate. One of its goals is to assist with the issues involved in valuing assets for federal income, estate, gift, and generation-skipping tax planning purposes.

These Portfolios and many more are available at Jenkins and can be delivered to your Center City office through our Free Book Pulling and Delivery service*. If you would like to search the Tax Management Portfolios, they are also available here at the library on our BloombergLaw research stations.

Need additional help? Ask us!


*Restrictions Apply

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