Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as having made a taxable gift. This can be a great result for the client in the right circumstances. Read on to learn more.
Mr. Khalsa’s path is a study in building on a strong foundation. After receiving a B.S. in Business Administration from the University of Alabama, he earned his J.D. degree from American University Washington College of Law in Washington, D.C in 1971 Read More
Latest posts by S.J. Khalsa (see all)
- NY Community Medicaid Can Provide an In-Home Care Solution - October 1, 2026
- I’m Not a Millionaire. Why Would I Need a Trust? - September 15, 2026
- Everything You Need to Know About the New York Estate Tax - September 1, 2026
See Larger Map Get Directions