IRS Estate-Transfer Proposal Meets Rare Repeal Bill


Carlyn McCaffrey said, citing the controversy and lack of clarity for the proposed IRS estate transfer rules, “Most of us in the estate planning community don’t really know what [the proposed rules] mean. We have a general idea as to what Treasury was trying to accomplish, but we’re not sure how they get there using the words they wrote. So, what I think we’re all in agreement over is that there will be substantial changes if they do become final.”