In the evolving landscape of estate planning, understanding the complexities of intentionally defective grantor trusts (IDGTs) and the basis of property at the grantor’s death is crucial. In this episode of the Personal Financial Planning (PFP) Section podcast, experts Bob Keebler and Jonathan Blattmachr discuss the critical aspects of IDGT property basis at death, installment sale to a grantor trust, the step-up in basis rule, and proposed regulations on tax-free step-up — offering valuable insights and strategies.
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