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  • I've figured out the solution, as I was approaching it incorrectly. I correctly chose this as an indirect skip trust; meaning that I could allocate GST exemptio...
    Apr 13, 2021
  • I'm preparing a gift tax return for a client. We set up a trust for child and the client funded it with more than the $11.58 million exemption amount in 2020. T...
    Apr 13, 2021
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