Making sense of illness, death and taxes through the eyes of Attorney and Author, Melinda Gustafson Gervasi
Wednesday, March 3, 2010
Using a Disclaimer to Fund Spousal Trust
Routinely I have used a disclaimer to fund spousal trusts, and here is a great NY Times article on that very topic. Saying 'no thanks' to an Inheritance"does a very nice job of explaining the state of the estate tax and how a disclaimer trust works as well as its obstacles.