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testator

Estate & Trust Planning Strategies: Power of Appointment and Disclaimer Trust Explained

April 5, 2023By Douglas Venturelli, Esq.
Estate & Trust Planning Strategies: Power of Appointment and Disclaimer Trust Explained

In one of our previous articles, we covered the topic of disclaimers as an excellent post-mortem tax

Meet Our Experts

Richard RICHARD UMANOFF, CPA, MBA Principal - Estate & Gift, Trust & Probate Button with arrow Richard Umanoff Doug DOUGLAS A. VENTURELLI, ESQ. Principal - Estate & Gift, Trust & Probate Button with arrow Douglas Venturelli Greg GREGORY A. KNISS, CPA Chairperson Button with arrow Greg Kniss Jason JASON C. MELILLO, CPA CEO Button with arrow Jason Melillo Lou LOU GUERRERO, CPA, MBT Principal - Tax Practice Leader Button with arrow Lou Guerrero So Sum SO SUM LEE, CPA Principal - Tax Button with arrow So Sum Lee Grant GRANT MILLER, CPA, EA Principal - Tax Button with arrow Grant Miller Aric ARIC WONG, CPA, MBT Director - Tax Button with arrow Aric Wong Kimberly KIMBERLY HOANG, CPA Manager - Tax Button with arrow Kimberly Hoang
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  • Get Organized with KROST’s Will & Trust Asset Legacy Planner
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Accountants | Assurance & Advisory | Consultants | CPAs – KROST CPAs & Consultants is a certified public accounting and consulting firm focused on serving companies across Southern California (CA) with offices in Pasadena, Woodland Hills, and West LA. Since 1939, KROST has assisted businesses and individuals reach their financial goals through their in-depth knowledge of Tax, Accounting, Client Accounting Services (CAS), Assurance and Advisory, Fund Admin Solutions, KROST Business Intelligence (KBI), M&A, Wealth Management, and Consulting Services. KROST also provides specialty tax services such as Cost Segregation studies, R&D tax credits, Green Building Tax Incentives, Repair vs. Capitalization, Fixed Asset, IC-DISC, and more. For additional information contact us at 626-449-4225.