Menu
Search

News & Events

HomeNewsEstate & Trust AdministrationLouis Harrison and Beth Fox Authored Trusts and Estates Article

Louis Harrison and Beth Fox Authored Trusts and Estates Article

Spousal trusts can present delicate drafting and advisory issues for estate planners, and recent IRS and Tax Court rulings have amplified those challenges. In 2022 and going forward, preserving the tax and other benefits of spousal trusts, while maintaining the desired flexibility, will require careful drafting.

The below article is a practitioner-directed summary, appearing in Trusts and Estates magazine, of how to properly structure this type of trust.

Trusts and Estates February 2022 Digital Edition

by Louis Harrison and Beth Fox

Categories

Archives

Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

Call Now Button