September 23, 2009 11:00 AM
Private Letter Ruling 200937028
Property in an irrevocable grantor trust does not receive basis step-up on death of grantor if not included in taxable estate
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About Me
- Joy Elizabeth Hodge ESQ.
- Hackensack, NJ, United States
- Attorney at Law (NJ, NY, VA) Specializing in Trusts and Estates - Business Succession Planning. I currently focus on taxation law, with a particular emphasis on business advice, succession and estate planning. I draft complex commercial documents, trusts, wills and business succession plans in order to maximize the wealth of current principals and preserve closely-held and family businesses for the next generation of ownership. I serve as an advisor to corporate clients on such matters as partnership and shareholder agreements, protection of trademarks and copyrights, corporate/commercial transactions, including the formation, purchase, sale and restructuring of businesses and professional practices, and general corporate agreements.
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