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. Sometimes a “double disclaimer” is necessary to achieve the desired outcome. Read on to learn more.
Clients notice Michael Robinson’s unique approach to his estate planning practice the minute they walk through his office doors.
Latest posts by Michael Robinson, Estate Planning Attorney (see all)
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