But What About Revenue Ruling 2023-2 and Medicaid Trusts?
In simplistic terms, estate planning is about transferring wealth from one generation to the next, while minimizing transfer taxes. Some call it tax avoidance; others refer to it as tax evasion. Your choice of nomenclature is largely dependent on your political ideologies. The debate, however, as to the ultra-wealthy’s ability to access competent legal counsel … Continued