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Understanding Serious Mistakes and Planning Implications in the Smaldino Tax Court Case
Episode 188

Understanding Serious Mistakes and Planning Implications in the Smaldino Tax Court Case

ACTEC Trust & Estate Talk · © 2022 The American College of Trust and Estate Counsel

February 8, 202213m 55s

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Show Notes

Estate lawyers discuss the Smaldino Tax Court ruling, T.C. Memo 2021-127, and the mistakes made in the transactions, as well as the estate planning implications.

The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.