SiteLock
Take our FREE California Concealed Carry (CCW) Class!

 

In Private Letter Ruling 201707008 (released Feb. 17, 2017), the Internal Revenue Service ruled that a wife wouldn’t recognize gain or loss from her husband’s transfer of property to a trust for her benefit under a proposed divorce settlement agreement. Moreover, except for any unexercised withdrawal right that the wife may hold at her death, the trust assets wouldn’t be included in her gross estate.

Source: Trust Assets Pursuant to Divorce Settlement Agreement

Subscribe To Our Newsletter

Get a FREE basic estate plan (and more!) by attending our free Family Protection Clinic.

You have Successfully Subscribed!

Pin It on Pinterest