Revenue Ruling 2023-2: Setting the Record Straight

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Irrevocable trusts have become an important part of Medicaid eligibility planning for many elder law attorneys. The IRS recently issued Revenue Ruling 2023-2, which discusses the “stepped-up basis” of appreciated assets within irrevocable trusts. The press has touted this as “IRS Quietly Changed the Rules on Your Children’s Inheritance.” This webinar will discuss the ruling and show practitioners how to make sure that qualifying appreciated assets within an irrevocable trust will receive a “stepped-up basis” for income tax purposes. 

Free to NAELA Members Tuesday, November 14, 2023, 4:00p.m. – 5:00 p.m. Eastern

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11/14/2023 4:00 PM - 5:00 PM
Eastern Standard Time

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This virtual program, spread over three half-days, will be a very fast-paced review of the key components of the Social Security program, including the eligibility requirements for all benefits. 

Learn more and register today