Trusts & Estates
The Importance of Basis: The New Era of Estate Planning
by Jeremiah Barlow, JD | WealthCounsel Trusts & Estates Faculty
Understanding basis and how it applies in estate planning is one of the foundational concepts of the post-ATRA era. Download this article earn more about different strategies to maximize basis, including:
- General powers of appointment
- Step-up in basis
- NING/DING trusts
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