[EstGift] Grantor trust follow up

Beth Kaufman bkaufman at capdale.com
Sat Jul 23 03:33:03 PDT 2022


At the summer meeting, Phil Lindquist was one of our panelists who discussed a recent debate in Tax Notes about how much of a joint grantor trust is treated as a grantor trust with respect to the surviving spouse.
Phil put his research and views on the subject into a Letter to the Editors, which was released today.
Congratulations to Phil on a very well written and well reasoned piece. I've attached a PDF for those who would like to read it.

Best regards,
Beth

Beth Shapiro Kaufman
Caplin & Drysdale
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