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This page contains a single entry by Associate Editor published on May 18, 2010 10:15 AM.

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PLR 201019012: Restatement of Trusts; Transfers of Property by Gift Results

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Associate Editor
on May 18, 2010 TrackBacks (0) Comments (0)

In PLR 201019012, the IRS ruled that Sections 2702(a)(1) and 2702(a)(2) will not apply to a proposed amendment and restatement of trusts.  It also ruled that upon executing the amendment and restatement of the trust, the grantor's daughters will effect a gift under Section 2501.

Posted by Neil I. Rumbak, Associate Editor, Wealth Strategies Journal.


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