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From: Richard Joslin <1 To: jeffrey E. <[email protected]> Subject: RE: Re: Date: Mon, 17 Apr 2017 22:25:18 +0000 I will get you the backup for estate planning nondeductibity From: J
backup for estate planning nondeductibity From: Jeffrey E. [mailto:[email protected]] Sent: Monday,
n the construction of income generating instruments, such as an income trust, or provides guidance on the use of property transfer methods to avoid Federal or State Estate or Inheritance tax, these would meet the IRS restrictions for the ability to deduct such expenses. Other examples might include investment advice for trusts held
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From: jeffrey E. <[email protected]> Sent: Monday, April 17, 2017 10:18 PM To: Richard Joslin Subject: Re: order to be deductible, the IRS requires tha= es=a
uch as an income trust <http://www.investopedia.cor/terms/i/incometrustasp> , or provides guidance on the us= of property transfer methods to avoid Federal or State Estate or Inheritance tax <http://www.investopedia.=om/terms/e/estatetax.asp> , =hese would meet the IRS restrictions for the ability to deduct such expens=s. Other examp
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From: jeffrey E. <[email protected]> Sent: Monday, April 17, 2017 10:28 PM To: Richard Joslin Subject: Re: Re: im aware . howeer as long as it fits the categ
r as long as it fits the categ=ries lye laid out , it is clear that they are. ie. provi=es guidance on the use of property transfer methods to avoid Federal or State Estate or Inheritance tax <http://www.investopedia.com/terms/e/estatetax.asp> , these would meet the l=S restrictions for the ability to deduct such expenses. refund of
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