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IRS Estate Document and Information Request

Description: The family limited partnership (FLP) or limited liability company (FLLC) are business formations that can be used by taxpayers to lessen gift and estate taxes. However, litigation between taxpayers and the IRS often arises regarding these arrangements. The form included here provides a sample IRS request for information and documents that would be sent to a taxpayer in such a situation.
Form Type: Questionnaires
Practice Area: Estates & Trusts, Tax

Date: Sep 2013
PLI Item #: 59851
Keywords: IRS; tax; "trusts and estates"; decedent; beneficiary; will; "estate tax"; "request for documents"; "request for information"; "tax return"; "gift tax"; "power of attorney"; "FLP/FLLC"; "family limited partnership"; "family limited liability company"
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