Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great result for the client in the right circumstances. Read on to learn more.
Latest posts by Cesar Gil (see all)
- Protecting Your Digital Assets: What Happens to Your Online Accounts After You Pass Away? - March 23, 2023
- Peace of Mind in Contentious Probates: Why a Professional Fiduciary is Essential - March 20, 2023
- Expertise, Objectivity, and Efficiency: Why Single Individuals Need a Professional Fiduciary in their Estate Plan - March 18, 2023