![ACTEC Trust & Estate Talk artwork](https://is3-ssl.mzstatic.com/image/thumb/Podcasts113/v4/47/00/74/4700743d-a549-237f-12c6-6cbaffdef296/mza_8617579615748618569.png/100x100bb.jpg)
A New Decision on Adequate Disclosure of Gifts
ACTEC Trust & Estate Talk
English - September 12, 2023 15:03 - 11 minutes - 26.5 MB - ★★★★★ - 64 ratingsInvesting Business Government estateplanning wealthplanning assetprotection charitabletrusts elderlaw estatetaxes familypartnerships gifttaxes guardianship irrevocabletrusts Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Intersection of Well-Being and Trust Planning
Next Episode: Impact of the Connelly v. United States Decision
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.