Need to get your client thinking about avoiding tax on old trusts? Try this tip.
Need to get your client thinking about avoiding tax on old trusts? Try this tip.
Review old trusts with clients. And if you’re concerned about any particular clients, bring this up sooner than later since the related paperwork takes time to gather. For those who would get dinged by the disposition rule, propose a discretionary trust or a trustee’s resolution to buy some time. Or, lay out how your client wants to handle her assets.
If something looks off, double-check your slip
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