Skip Page Banner  
Skip Navigation

Estate and Trust Administration Research & Guidance

Find the in-depth analysis, news, practice tools, and guidance you need on estate and trust administration from Bloomberg BNA Tax & Accounting. Bloomberg BNA offers a number of resources that provide insights on new policies and developments concerning every facet of estate and trust administration, including administration of estates, administration of trusts, options affecting decedent's taxes, fiduciary duties, and more. Our team of leading practitioners gives you timely updates on best practices, and our products feature working papers, client letters, source documents, practice tools, and sample forms.

Administrative and Appointment Powers| Fiduciary Responsibility| Payments & Liabilities| Post Mortem Planning| Return Preparation| Section 2035 Transfers| Valuation|
Title Price Order
7-Day Free Trial Add To Cart
Written by leading practitioners in the field, the Estates, Gifts and Trusts Portfolios provide everything necessary to ...
7-Day Free Trial Add To Cart
For more than 50 years, Daily Tax Report® has helped leading practitioners and policymakers keep on the cutting edge ...
7-Day Free Trial Add To Cart
This bimonthly review gives you an ongoing perspective on todays many estate planning topics, such as marital deduction ...
400.00 Add To Cart
This Portfolio is an introduction to, and overview of, the process of probate and estate administration. 
400.00 Add To Cart
This Portfolio discusses the methods for valuing corporate stock interests when the value cannot be readily determined b ...
400.00 Add To Cart
Disclaimers — State Law Considerations presents a detailed study of the state law ramifications of disclaimers.
400.00 Add To Cart
This Portfolio addresses breaches by trustees and by personal representatives, such as executors and administrators, of ...
400.00 Add To Cart
This Portfolio discusses aspects of tax planning in connection with administration of an estate or trust and includes, b ...
400.00 Add To Cart
This Portfolio is a guide to preparation of the Forms 706 and 709, the federal estate (and generation-skipping transfer ...
400.00 Add To Cart
This Portfolio discusses the risky business of serving as trustee and addresses common pitfall areas for fiduciaries and ...
400.00 Add To Cart
This Portfolio analyzes estate tax payments and liabilities as well as the Internal Revenue Code relating to extensions ...
400.00 Add To Cart
This Portfolio analyzes assets included in a decedent's gross estate that are valued at their “highest and best use” for ...
400.00 Add To Cart
Administrative Powers analyzes the development of the law regarding estate and gift tax consequences of administrative p ...
400.00 Add To Cart
This Portfolio analyzes applying federal estate, gift, and income tax statutes to holders of powers of appointment, focu ...
7-Day Free Trial Add To Cart
A continuously updated, comprehensive, Web-based guide to everything you need to know to practice before the IRS. Don't ...
400.00 Add To Cart
This Portfolio explains in detail how under §2035(a) certain gifts made within three years of the donor's death are incl ...
7-Day Free Trial Add To Cart
The BNA Tax and Accounting Center is the only planning resource to offer expert analysis and practice tools from the wor ...
400.00 Add To Cart
This Portfolio reviews the methods commonly used in the valuation of assets, including real estate.