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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Tag Archives for: "power of appointment"
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 Will Property in an Irrevocable Trust with a Power of Appointment Receive a Step-Up in Basis?
0
By Harry Margolis
In Irrevocable Trusts, Real Estate
Posted December 7, 2020

Will Property in an Irrevocable Trust with a Power of Appointment Receive a Step-Up in Basis?

Question: If my mother transfers real estate into 3 separate nominee trusts and her Irrevocable Trust is the 100% beneficiary of each, does the transfer result in a capital gains tax and a [...]

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 When Does a Power of Appointment Cause Property to be Includible in the Power Holder’s Estate?
2
By Harry Margolis
In Estate and Gift Taxes
Posted June 15, 2018

When Does a Power of Appointment Cause Property to be Includible in the Power Holder’s Estate?

Question: If I include in my revocable trust a general power of appointment giving my wife the power to decide the beneficiaries of all assets in the trust and she dies before me, does such power [...]

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  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (52)
  • Long-Term Care Planning (173)
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  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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