Trust Education: The Basis of All Things: How and When Cost Basis Changes 2020

New importance has been placed on planning for cost basis in a high exclusion world where most Americans no longer owe estate tax. In some cases this turns traditional estate planning and gifting strategies on their head. We will discuss how to get the most out of basis step up, and how
to plan for it in both Taxable and non-taxable estates. Topics include:

• Basis Rules
• Non-taxable and taxable estates
• Inside and Outside Basis
• Using Powers of Appointment


You may also like...

Leave a Reply