Steve Akers + Ron Aucutt: Estate of Warne v. Commissioner, T.C. Memo. 2021-17 (Feb. 2021)

Steve Akers & Ron Aucutt, of Bessemer Trust, have made available their summary of Estate of Warne v. Commissioner, T.C. Memo. 2021-17. The summary is as follows:

Estate of Warne v. Commissioner, T.C. Memo. 2021-17 values majority interests in LLCs owning real estate and addresses reductions of the available estate tax charitable deduction for interests passing to multiple charities.

To download the full analysis, click Steve Akers + Ron Aucutt: Estate of Warne v. Commissioner, T.C. Memo. 2021-17 (Feb. 2021).

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.

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