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This page contains a single entry by Associate Editor published on June 28, 2011 3:34 PM.

IRS Releases Draft Of Form 8938 "Statement of Specified Foreign Financial Assets" was the previous entry in this blog.

PLR 201125007: IRS Rules That Judicial Reformation Of A Trust Will Be Deemed Qualified Under Section 2055(e)(3) is the next entry in this blog.

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PLR 201125009: IRS Rules On Disclaimer Of Balance of Retirement Account

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

In PLR 201125009, the IRS ruled that an individual's disclaimer of the balance of a retirement account satisfies the requirements for making a qualified disclaimer under section 2518.

Posted by Brian Spring, Associate Editor, Wealth Strategies Journal.





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