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Daily Archives: November 8, 2015

Portability

Weighing Estate Tax “Portability” Against the Bypass Trust

Newsletter, Tucson Elder LawBy Robert FlemingNovember 8, 2015

NOVEMBER 9, 2015 VOLUME 22 NUMBER 41 [Note: this article was originally written in 2015. Since then, the estate tax numbers have significantly increased. The structure we explain may still be valid, but not necessarily the numbers.] Here’s a challenging problem for lawyers who focus on estate planning: how can we explain federal estate tax…

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