This webinar is part of Tax Practice Pro's webinar series "Trust Me"!
A somewhat deeper dive into trust features, especially future interests and Crummey powers. We also return to the gift tax to discuss the annual exclusion in light of clearer knowledge of trusts.
Donna Byrne is an attorney, Enrolled Agent, NTPI Fellow, and Oregon Licensed Tax Consultant. She first encountered tax issues in a course on forest economics at Oregon State University where she was a teen-aged forestry major. A few educational...
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