Charles A. Barragato, Ph.D., CPA: Planning with Revocable Trusts After the Grantor’s Death (June 1, 2021)

Charles A. Barragato, Ph.D., CPA, of Charles A. Barragato & Co., LLP, has made available for download his article, “Planning with Revocable Trusts After the Grantor’s Death”, published in The Tax Adviser. The abstract is as follows:

Planning with revocable trusts has become increasingly popular in recent years for many nontax reasons including avoiding probate, asset protection planning, and the grantor’s privacy and possible incapacity. For tax purposes, the interplay of the grantor and nongrantor trust rules, especially after the grantor dies, creates risks for the unwary practitioner.

Click here to view Charles A. Barragato’s summary of “Planning with Revocable Trusts After the Grantor’s Death”

Posted by Marin Larkin, Associate Editor, Wealth Strategies Journal.

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