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This page contains a single entry by Associate Editor published on April 28, 2011 11:59 AM.

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IRS Approves Reformation of Testamentary Trust

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Associate Editor
on April 28, 2011 TrackBacks (0) Comments (0)

According to the Planned Giving Design Center, earlier this month, the IRS released a private ruling (No. 2055.12-10) approving the reformation of a testamentary trust under section 2055(e)(3) of the Estate Taxation Code thereby creating two trusts: a Charitable Lead Annuity Trust and a Charitable Remainder Unitrust.

Posted by Jessica Rebarber, Associate Editor, Wealth Strategies Journal

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