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Grantor Retained Interest Trusts-Application of Sections 2036 and 2039

tax-irs · IRS · Rule · Published 2008-07-14 · Effective 2008-07-14 · 73 FR 40173

Document

Document number
E8-15941
Federal Register citation
73 FR 40173
CFR reference
26 CFR 20
Type
Rule
Action
Final regulations.
Category
tax-irs
Sub-agency
IRS
Publication date
2008-07-14
Effective date
2008-07-14
Treasury docket
TD 9414

Abstract

This document contains final regulations providing guidance on the portion of property transferred to a trust or otherwise, that is properly includible in a grantor's gross estate under Internal Revenue Code (Code) sections 2036 and 2039 if the grantor has retained the use of the property or the right to an annuity, unitrust, or other payment from such property for life, for any period not ascertainable without reference to the grantor's death, or for a period that does not in fact end before the grantor's death. The final regulations affect estates that are required to file Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return.

Source

Authoritative
Federal Register document
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