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This page contains a single entry by Associate Editor published on July 4, 2011 12:21 PM.

Type III Supporting Org Denied Exempt Status for Failure to Meet Required Test was the previous entry in this blog.

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Service approves qualified reformation to create CRT

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Associate Editor
on July 4, 2011 TrackBacks (0) Comments (0)

The IRS (Ltr. Rul. 201125007) ruled that a reformation of a testamentary trust to a charitable remainder trust is a qualified reformation and qualifies for an estate tax deduction provided the reformation is effective under State law.

HAT TIP:  Planned Giving Design Center

Posted by Adam Fleischer, Associate Editor, Wealth Strategies Journal

 

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