Question: My brother’s inheritance is in trust. It includes a 50% interest in my parent’s home that he lives in and a stock/bond portfolio from which he gets monthly distributions. The remainder beneficiaries of the trust are my two daughters. When my brother passes will my daughters receive a step up in basis for the […]
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Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987.
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