Case Summaries Estate of Cahill v. Commissioner T.C. Memo. 2018-84

Steve R. Akers

Jun 18, 2018

This Tax Court decision applies the Powell "in conjunction with" analysis for §2036(a)(2) and §2038 and broadly applies §2703(a) in valuing a decedent's rights under an intergenerational split dollar plan.

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Steve Akers
Senior Fiduciary Counsel
Steve serves as Chair of the firm’s Estate Planning Committee and works closely with clients in the Southwest Region regarding their estate and trust planning issues.