individuals named in a trust wish to independently gift under the individual lifetime exemption so that both the giver and receiver do not incur a tax
This is a preview of a publicly posted question. Read the full question and the attorney discussion on the original thread.
1 attorney answer.
See the full discussion
The complete question and attorney answers are on the original thread.
Facing a similar situation?
Find a lawyer in your state who handles this, then verify licensing before hiring.
LexPilot is an independent information directory. It is not a law firm, does not provide legal advice, and does not create an attorney–client relationship. Always consult a licensed attorney for advice on your specific situation.