The reverberation makes this unwatchable.

Really good information

Uggh. I don't know who to be more disgusted at, the irs for making such stupid, inconsistent, unclear tax rules, or my attorney for selling me this grantor intervivos irrevocable trust to guard against medicaid, but not discussing my net worth (below estate tax levels) and promising a step up in basis for my home transfer into the trust, which occurred 2 months after 2023-2 went into effect!!!

Great information

You guys are great, keep putting this videos together.

As you state, if one chooses to split gifts, all gifts must be split. My wife died in the summer of 2023. We each made automatic monthly gifts to our daughter. Her last gift was a week after her death. My gifting continued through December. The gifts came from our Community Property (Arizona). The rules state the spouses must be married at the time the gifts were made. How do I report those gifts made following her death? I'm thinking I report the gifts following her death on a Continuation page of or individual Form 709, gifts by donor and do not select the split gift option but that violates the "all gifts must be split".

How does the loan aspect work in this situation? >

Tremendous conversation, even more interesting watching for a second time

One of the most exciting and invigorating discussions I’ve had the pleasure of listening to. Nothing beats a deep conversation with Intellectual Integrity. Thank you, lady and gentlemen!

This information is the kind of meat I like with my potatoes. Excellent and concise presentation of things to think about. Best regards!

Thank you for providing such a valuable video. I'm particularly interested in your offerings for European residents. Could you share if you have PPLI solutions tailored for that market? Additionally, I'd appreciate your insights on the recommended jurisdictions for such solutions. As we focus on emerging markets, your input would be highly valuable.

Can I ask how I get the numbers for line 4?

It would be appreciated if you would include links to your earlier video as well as links to your firms. Thanks

Trust in God .

Let's say the court finds the defendant liable for Undue Influence and voids the purported Trust. How will the beneficiaries recover all the assets from the valid Trust which the defendant stole? What happens if the defendant simply refuses to obey a court order telling him to put everything back into the valid Trust? Are beneficiaries entitled to being awarded additional damages for all their emotional and mental distress caused by the bad actor/defendant? Will the court take possession of all the valid Trust assets from the defendant and distribute them properly to the rightful beneficiaries?

Great video. just what I was looking for. Thank you

Maybe a dumb question, but: if a DAPT distributes some money back to the settlor, what does that do to his exclusion amount? For instance if settlor contributes $11m to the DAPT, then next year the DAPT distributes $2m to him, has he only used $9m or is it still $11m?

The provider of the software I use for Form 709 has made a change to the 2020 version that does not seem correct. Your comments please. On Page 3, Part 4, Line 1. - Line 1 on the 2020 version now includes the gifts by me, the donor, as well as my spouse. - On the 2019 version it only includes the gifts by me, the donor. My spouse's gifts are not included. - Line 1 states "value of gifts of donor", "Add totals from column H of Parts 1,2,3" The instructions for Part 4-Taxable Gift Reconciliation seem to be quite clear: Line 1 (Instructions for 2020) - Enter only gifts of the donor. If gift splitting has been elected, enter only the value of the gift that is attributable to the spouse that is filing the return.

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Whether to keep the assets in trust through the next generation, should really be the client's call, shouldn't it? I've seen drafters do that automatically without even telling the client; not everyone wants that.