In part II, we’ll continue the discussion on the power and traps related to community property trusts. Examine the strategies and risks as well as what CPAs and advisors should consider when coordinating with legal counsel. Take away practical techniques—using powers of appointment, trusts, and other structures—to intentionally achieve step up in basis on appreciated assets.
Speakers:
Christopher Denicolo, JD, Partner, Estate Planning, Health Law, Corporate & Business Law | Gassman, Denicolo & Ketron P.A.
Brock Exline, JD, Associate, Estate Planning, Corporate & Business Law | Gassman, Denicolo & Ketron P.A.
