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IRS rulings demand more careful use of revocable trusts to make gifts

ESTATE PLANNING
Recent limitations on estate freezes have caused greater reliance upon alternative lifetime giving strategies. Now, however, the IRS, in its rulings, has created a roadblock to making lifetime gifts from a revocable trust. This article examines the IRS’ ruling position and how to overcome it.
Recent limitations on estate freezes have caused greater reliance upon alternative lifetime giving strategies.

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