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Vesting Assent Sample Form

Vesting Assent Sample Form

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well hello there folks Bill o here uh coming to you in this video uh and the question I'm going to talk about is whether assets that are held by a trust get a basis step up at death so in this video you're going to learn uh three things one what is the basis in an asset what is Basis two how can basis change when someone dies and three whether that same change in the bases can occur if the asset is inherited through a trust rather than directly so again by wave introduction my name is Bill o I'm an attorney that f i Focus uh exclusively on estate planning elder law and probate my firm is Legacy planning Law Group in Jacksonville Florida so look in another video uh in an earlier one almost as an introductory type video I talked about what a step up and basis is now here in this video I'm drilling down and talking about okay do you get that same step up and basis if the asset is inherited not directly but through a trust and and what impact does that have

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