Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Showing posts with label clawback. Show all posts
Showing posts with label clawback. Show all posts
Monday, April 1, 2019

No "Claw-back" of Large Gifts Made Prior to 2025

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For transfer tax purposes, the IRS has released guidance confirming that taxpayers can make large gifts from 2018-2025 (when the expanded ...
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Monty L. Donohew
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