In Private Letter Ruling 202528006 (July 11, 2025), the Internal Revenue Service confirmed that merging two generation-skipping transfer (GST) tax-exempt irrevocable trusts created by different ...
Example. For example (based on a $5 million exemption) decedent (who has made $500,000 of taxable gifts protected by the unified credit) with a $10,000,000 estate leaves $4,500,000 in a credit shelter ...
It’s a tale as old as time. ... The estate planner who (mistakenly) thinks that there won’t be a mad rush before Dec. 31 this year. Now that tax returns on extension have been filed, estate planners ...