Estate Planning Forum New Message
Message 649: Gifts Made Within 3 Years of Death




Estate Planning Forum: Message 649


[ Follow Ups ]



   Posted by Glenn Hammill on 03/17/03

Subject:   Gifts Made Within 3 Years of Death


Message Posted

From memory, gifts made within 3 years of death either have a higher level of scrutiny or are included in the gross estate. I can't quite remember.. Or, is it that the gift tax is automatically included?

Gifts where a life estate is retained, are not really gifts, then the asset would be included in the gross estate per IRC 2036 as I remember.

Thanks.



  

Follow Ups:





These posts are for archive purposes only.

Name:
E-Mail:
Subject:

Message to Post







[ Posting Rules | Follow Ups | Return to Estate Planning Forum ]