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MINUTES OF THE MEETING HELD ON MARCH 15, 2012, TO: Trust and Estate Section Orange Book Forms Committee FROM: Susan Host and Lisa Travis Fischer DATE: March 30, 2012 1. At approximately 12:22 p.m.,
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A trust and estate is a legal entity created to hold assets and distribute them according to the wishes of the creator after their death.
The trustee or executor of the trust and estate is required to file taxes on behalf of the trust and estate.
To fill out a trust and estate tax return, you will need to gather all relevant financial information and complete the necessary tax forms.
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