Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. Sometimes a “double disclaimer” is necessary to achieve the desired outcome. Read on to learn more.
Elizabeth Neyens currently practices in Woodbury, Minnesota, primarily in the areas of estate planning and, probate, which are two areas that involve family transitions, challenging circumstances, thoughtful decisions, and careful planning... Read More
Latest posts by Elizabeth Neyens (see all)
- Estate Planning for Young Families: Don’t Take Any Risks - October 15, 2026
- Medicaid Planning: What Can a Healthy Spouse Keep? - October 1, 2026
- Special Needs Planning: Key Considerations - September 15, 2026