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Funding Marital Trusts: Mistakes and Their Consequences by Jay A. Soled, Dena Wolf, Nathan Arnell

Jay A. Soled, Dena Wolf, and Nathan Arnell have published their article, Funding Marital Trusts: Mistakes and Their Consequences, which is available for download.  The abstract is as follows:

Mistakes occur in every profession, and attorneys practicing estate administration are not immune from this phenomenon. Funding marital trusts at the death of the first spouse engenders numerous opportunities for mistakes given the complex and technical nature of the tax law and the variety of funding clauses. Mistakes in funding marital trusts remain prevalent and cannot be overstated, as the result is often lengthy litigation and endless estate and gift taxes. Therefore, the practice of estate administration and funding of marital trusts demands an awareness of both the possibility of these errors and the various available remedial options.

via Funding Marital Trusts: Mistakes and Their Consequences by Jay A. Soled, Dena Wolf, Nathan Arnell :: SSRN.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.

2 Comments

  1. Why does an article dated August 28, 2014 point to a source dated 1996? Is there a newer source?

    • Admin

      August 29, 2014 at 6:20 pm

      Point is well taken. The article was only posted online on SSRN on August 3, 2014, and we only picked up item on August 28, 2014.

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