Heather Flanagan

Heather Flanagan has most recently been quoted in an article called How to use trusts to save big-time on state income taxes. Heather Flanagan said, “That's why you must set up the trust before there's ever any letter or intent or sales discussion.”. Heather Flanagan has been quoted a grand total of 4 times in 1 article.

Heather Flanagan quotes

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That's only because the federal income-tax rules are not completely compatible with the federal estate- and gift-tax rules, so it allows this loophole.

A non-grantor trust sets the trust up as its own taxing entity, and all those tax consequences are at the trust level, not the grantor level.

That's why you must set up the trust before there's ever any letter or intent or sales discussion.

It's interesting that there's a real interest in this, because it applies to so few people.

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