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.
Brandon McGee enjoys a successful law practice focusing on estate planning, elder law, Medicaid preplanning and crisis planning, and probate. Brandon and his team combine legal skills with compassion and understanding to develop estate plans that are personalized to the needs of each of their clients.
Latest posts by Brandon McGee (see all)
- Your Team is on Your Side - October 20, 2021
- Changing “Irrevocable” Trusts Through Decanting - October 19, 2021
- Trustee: an Honor and a Responsibility - October 14, 2021
