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ESTATE PLANNING
Professor Johnny Rex Buckles
Fall 2010
PROBLEM SET 5
A
Thelma, a fiftyfiveyearold resident of Texas, is married and has two adult children,
Louise and Oran. Thelma's husband has a
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What is formlma a fifty-five-year-old resident?
Formlma is a financial disclosure form that must be completed by all residents aged fifty-five.
Who is required to file formlma a fifty-five-year-old resident?
All residents aged fifty-five are required to file formlma.
How to fill out formlma a fifty-five-year-old resident?
Formlma can be filled out online or by mail, providing information about the resident's financial status.
What is the purpose of formlma a fifty-five-year-old resident?
The purpose of formlma is to disclose the financial status of residents aged fifty-five for regulatory purposes.
What information must be reported on formlma a fifty-five-year-old resident?
Residents must report their income, assets, liabilities, and other financial information on formlma.
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