Care and Feeding of your Irrevocable Trusts
Checklist: Power
Recent Developments:
- Valuation adjustment mechanism considerations
- Nelson v. Commissioner
- Daniel R. Baty v. Comm’r, Docket No. 12216-21
Planning Potpourri:
- Formula Defined Value Transfers
- Beneficiary Designations
- How Might that Gift/Inheritance Affect your Kids/Heirs
- Secure Original Documents
- Revocable Trust