By Tom PalmerOctober 13, 20251 mins read3540 Views
Join Attorney Andrew Bethel from Bethel Law as he explains the crucial aspects of the IRS Revenue Ruling 2023-2 and its impact on estate planning and irrevocable trusts. This video is a must-watch for anyone using or considering irrevocable trusts for asset protection and tax planning. Discover the implications of the 'step-up in basis' and how this ruling could affect your estate planning strategy. Whether you are safeguarding your assets against long-term care costs or aiming to optimize your tax liabilities, this detailed analysis will provide valuable insights into navigating the new tax landscape. Tune in to stay informed and adapt your estate planning to align with the latest IRS regulations.
Written version:
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*Disclaimer* Viewing this video does not create the expectation of an Attorney-client relationship. The information from this video is for general information purposes only. Nothing should be taken as legal advice for any individual case or situation.
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By: Bethel Law Title: IRS Changes Rules: Is Your Trust at Risk? Sourced From: www.youtube.com/watch?v=d1tfeP3LNek
