Episode 51: Myth Busting the Recent IRS Revenue Ruling on IDGTs: What You Need to Know
Feb 23, 2024
Pennsylvania - South Central PA
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Episode 51: Myth Busting the Recent IRS Revenue Ruling on IDGTs: What You Need to Know
A recent revenue ruling by the IRS has caused some confusion. The ruling applies to “intentionally defective grantor trusts” or IDGTs. Bellomo & Associates does not use IDGTs. Instead, the firm uses “irrevocable grantor trusts” or “pure grantor trusts.” The IRS ruling does NOT apply to these types of trusts.
We are committed to using strategies that are based on trusted and legitimate tax and legal principles and we’re pleased to help you understand the complexities of estate planning so that you can make informed choices based on your unique circumstances.
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🍎 Apple: https://podcasts.apple.com/us/podcast/myth-busting-the-recent-irs-revenue-ruling-on-idgts/id1634278675?i=1000621718991
🎬 YouTube: https://youtu.be/fHX3IouFtME
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- Seniors Blue Book was not involved in the creation of this content.
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