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. Sometimes a “double disclaimer” is necessary to achieve the desired outcome. Read on to learn more.
About Gina Leguria
Attorney Leguira's areas of expertise are estate planning and elder law, and she provides comprehensive assistance within these legal specialties. She has the uncanny ability to make clients feel at ease when they are discussing sensitive subjects, and she is a highly effective communicator.