← Treasury Federal Register rules

Severance of a Trust for Generation-Skipping Transfer (GST) Tax Purposes

tax-irs · IRS · Rule · Published 2008-07-31 · Effective 2008-07-31 · 73 FR 44649

Document

Document number
E8-17503
Federal Register citation
73 FR 44649
CFR reference
26 CFR 26
Type
Rule
Action
Final regulations.
Category
tax-irs
Sub-agency
IRS
Publication date
2008-07-31
Effective date
2008-07-31
Treasury docket
TD 9421

Abstract

This document contains final regulations providing guidance regarding the generation-skipping transfer (GST) tax consequences of the severance of a trust in a manner that is effective under state law, but that does not meet the requirements of a qualified severance under section 2642(a)(3) of the Internal Revenue Code (Code). These final regulations also provide guidance regarding the GST tax consequences of a qualified severance of a trust with an inclusion ratio between zero and one into more than two resulting trusts. These final regulations also provide special funding rules applicable to the non-pro rata division of certain assets between or among resulting trusts. The regulations will affect trusts that are subject to the GST tax.

Source

Authoritative
Federal Register document
Machine
JSON-LD · Markdown