Future-Focused Advisory

What Does the 65-Day Rule Really Mean and Who Does It Apply To


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Join WilkinGuttenplan's podcast host Chris Frederick as he connects with Maureen Jasper and Brian Geissler as they talk through the implications of trusts and estates electing the 65-day rule.  The 65-day rule is an important tax election that estates and trusts can take advantage of in order to mitigate the tax exposure at the trust and estate level.

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Future-Focused AdvisoryBy WilkinGuttenplan