Understanding the Estate of Grace and its Progeny | Navigating Tax Changes for Expiring TCJA Provisions

In this engaging video, Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner — Keebler & Associates, LLP, explores the United States v. Estate of Grace, 395 U.S. 316 (1969) and its progeny, including the crucial reciprocal trust doctrine that predates the famous Grace case. He discusses the risks involved and why this topic is especially relevant for 2024 and 2025, particularly as clients consider creating spousal lifetime access trusts (SLATs). Bob provides essential insights into the implications