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Elder Law Attorney Tucson AZ
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Daily Archives: May 5, 2013

Bypass Trusts, Disclaimer Trusts and Portability in Estate Planning

Newsletter, Tucson Elder LawBy Robert FlemingMay 5, 2013

MAY 6, 2013 VOLUME 20 NUMBER 18 Last week we wrote about questions we often hear from our clients in the wake of big changes to the federal estate tax structure. Almost immediately we heard from a reader asking about portability and disclaimer trusts; our reader suggested we try to explain the two concepts and…

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