Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. Sometimes a “double disclaimer” is necessary to achieve the desired outcome. Read on to learn more.
Known for her ability to deliver well-crafted Estate Plans to clients based upon their lifestyles, professions, and other specific situations, including religious and cultural preferences, with a primary focus on helping them provide for the security of their loved ones, reduce estate taxes, and minimize the costs of probate, Ms. Saeed prides herself on the lifelong relationships she forms with each and every one of her clients.
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