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Back to Basis: Stay in and Step Up, or Step Out
Manage episode 309624249 series 3036859
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DESCRIPTION: This episode covers the effect of the new basis consistency (1014(f)) rules on basis planning, selective funding of marital trusts to maximize the step-up (including issues relating to valuation under the new 2704 proposed regs), valuation issues for non-taxable estates, a fixes for estate plans that were drawn for previously taxable (now, non-taxable) estates. PRESENTED BY: Abby O’Connor and Patrick Duffey
Materials available here: http://floridataxlawyers.org/wp-content/uploads/2015/03/article.pdf
Nothing in this podcast is legal advice. Please seek counsel of your own choosing before making decisions impacting yourself or your business.
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