Upstream planning to avoid capital gains taxes on giving of appreciated assets from child to parent is sometimes used, but one must be careful and should be used in limited situations as there are risks.

Gift Of Appreciated Assets To Elderly Parents To Avoid Or Reduce Capital Gains Taxes | 8 - 13 - 24

Michael B. Cohen is an elder law attorney whose Dallas law practice focuses on the legal needs of the disabled and elderly, including estate and Medicaid and other public benefits (such as Veterans benefits) planning. He is a frequent speaker on these topics.

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Gift Of Appreciated Assets To Elderly Parents To Avoid Or Reduce Capital Gains Taxes | 8 - 13 - 24

Gift Of Appreciated Assets To Elderly Parents To Avoid Or Reduce Capital Gains Taxes | 8 - 13 - 24

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