@js1_ wrote:
.....So to summarize, we have legal counsel (estate attorney), and we may just need help here and there on some specific questions that our attorney doesn’t know mostly related to taxes....
@js1_
No disrespect intended but your estate planning attorney should know virtually everything there is to know that is related to the tax (income and estate) ramifications of the actions she suggests or takes.
If not, she can (or should) engage co-counsel (or a tax professional). Otherwise, it is time to consult with a different estate planning attorney.
