IMBonzi’s Activity

Fri Oct 24


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IMBonzi posted to the Inheritance Strategies board. 1:21 AM

Portability of the GST Exemption

I have read that the Unified Credit is portable to the spouse, but that the GST exemption is not. Given the wording below, if the spouse disclaims the residuary estate (assuming it is within the GST exemption allowance) could the disclaimed bequest [more]

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