FIRM’S WORK ON HOMESTEAD AND QPRTS RECEIVES NATIONAL ATTENTION

4/7/2009

The Firm’s series of private letter rulings authorizing so called “reverse qtips” have been recognized by commentators on a national basis as “startling,” in that the IRS approved the strategy.  Our efforts in this area were highlighted April 6, 2009 in a regarded national estate planning journal published by Steve Leimberg. See LISI Estate Planning Newsletter # 1440 (April 6, 2009) at http://www.leimbergservices.com/  .  The results of this work for our clients is substantial estate tax savings, while preserving homestead status for their homes.