SML Planning Minute

No Step-Up in Basis for Assets in a Grantor Trust

Listen Later
Episode 231 - The IRS released Revenue Ruling 2023-2 stating that assets held in a grantor trust do not receive a step-up in basis upon the grantor’s death. What does that mean?
...more
View all episodesView all episodes
Download on the App Store
SML Planning MinuteBy Security Mutual Life Advanced Markets Team
  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

19 ratings

More shows like SML Planning Minute

View all
Up First from NPR by NPR

Up First from NPR

56,191 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,026 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,264 Listeners