Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP
Wealth Management
JUNE 11, 2025
Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. In this role, he advises clients on all aspects of estate & gift tax planning, asset titling, family governance, philanthropy and business succession strategies. Terms of Contributions.
Let's personalize your content