ACTEC Trust & Estate Talk cover image

Use of Asset Protection Trusts for Estate Tax Planning Purposes

ACTEC Trust & Estate Talk

00:00

Does trustee discretion automatically cause estate inclusion?

Daniel reviews IRS guidance showing discretion alone doesn't force inclusion but combined facts may create an implied agreement.

Play episode from 06:03
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app