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IRS Changes Rules: Is Your Trust at Risk?

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Bethel Law

Join Attorney Andrew Bethel from Bethel Law as he explains the crucial aspects of the IRS Revenue Ruling 20232 and its impact on estate planning and irrevocable trusts. This video is a mustwatch for anyone using or considering irrevocable trusts for asset protection and tax planning. Discover the implications of the 'stepup in basis' and how this ruling could affect your estate planning strategy. Whether you are safeguarding your assets against longterm care costs or aiming to optimize your tax liabilities, this detailed analysis will provide valuable insights into navigating the new tax landscape. Tune in to stay informed and adapt your estate planning to align with the latest IRS regulations.

Written version: https://www.bethellaw.com/blog/irsru...

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Disclaimer
Viewing this video does not create the expectation of an Attorneyclient relationship. The information from this video is for general information purposes only. Nothing should be taken as legal advice for any individual case or situation.

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