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. This can be a great result for the client in the right circumstances. 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.Elizabeth aims to be not only a legal advocate, but also a calming influence.
Latest posts by Elizabeth Neyens (see all)
- Conservation Easements Can Be a Good Solution - September 1, 2021
- Dangers of Do-It-Yourself Estate Planning - August 12, 2021
- Roth IRAs Can Be a Great Planning Strategy: Advanced - July 1, 2021
