Taxing Lessons From Court Decisions

Asset Titles and Estate Planning

Image Source: KeepWatch, via Wikimedia Commons T.C. Memo. 2010-26 (Goldberg) highlights the importance of understanding how asset titling can affect estate tax. In this case, Mr. Goldberg’s executor reported ownership of two parcels of New York real estate as if they were held by the decedent as tenants in common with his wife, who died three years earlier. The IRS said…

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