Taxation & Estate Planning

TAX RESULTS OF SETTLING DISPUTES INVOLVING QTIP TRUSTS

By Charles Rubin

Modifying, transferring beneficial interests in, or making distributions from a QTIP trust, in context of the settlement of trust litigation or otherwise, involves numerous complex tax issues, including Section 2519 gift taxes, other possible gifts, estate taxes and income taxes. To assist others in dealing with these issues, I recently wrote an article on the subject, which was published this month in Estate Planning, a Warren Gorham Lamont publication.

For those interested, a copy of the article is available at http://tinyurl.com/7oedxe.

Full post as published by Rubin on Tax on January 15, 2009 (boomark / email).