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. This can be a great result for the client in the right circumstances. Read on to learn more.
Stephanie has been practicing in the Cobb County area since 2006. Her professional work focuses on family and probate law, and she serves as a Guardian ad Litem in both the Superior and Probate courts. Stephanie is very engaged in both the legal and the local community. Her volunteer work has been recognized at both the county and state level.
Latest posts by Stephanie Steele (see all)
- CRT: Best Tool for Proposed Tax Changes? - May 26, 2021
- Use It Before It’s Gone - May 19, 2021
- Tax Proposals Could Alter Estate Planning Landscape - May 12, 2021
