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A New Decision on Adequate Disclosure of Gifts

EPISODE · Sep 12, 2023 · 11 MIN

A New Decision on Adequate Disclosure of Gifts

from ACTEC Trust & Estate Talk · host © 2023 The American College of Trust and Estate Counsel

Understand the taxpayer victory and tax court decision in Schlapfer v. Comm'r that strict compliance with adequate disclosure regulations may not be necessary.  The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

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A New Decision on Adequate Disclosure of Gifts

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