Hot Topics SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients Jonathan G. Blattmachr Esq., Matthew Blattmachr, Richard L. Fox Esq. and Martin M. Shenkman Esq. Jun 9, 2020 The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets.
Legal Knowledgebase Some Guidance from the Final Regulations on Estate Tax Inclusion for GRATs, CRTs, and QPRTs Diana S. C. Zeydel Esq., Professor Mitchell M. Gans and Jonathan G. Blattmachr Esq. May 15, 2008 In June 2008, the Treasury Department adopted certain final regulations with respect to the application of Code Sec. 2036(a)(1) and 2039 to so-called “grantor retained interest trusts,” which include grantor retained income trusts…
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