IPB Tax, Trusts & Estates Newsletter
June 2022 www.ipbtax.com
 

With summer in full swing, many high-net-worth clients are spending time at their beloved vacation homes or considering purchasing new second homes.  Perhaps they are also thinking about how these homes fit with their lifetime gifting plans.  Leslie Bradenham explores estate and gift tax considerations when planning with personal-use real estate in our attached newsletter.



 



 
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