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Section 2035 Transfers Research & Guidance

Find the in-depth analysis, news, practice tools, and guidance you need on Section 2035 transfers from Bloomberg BNA Tax & Accounting. Bloomberg BNA offers a number of resources that provide insights on new estate and trust administration policies and developments concerning every facet of Section 2035 transfers, including Section 2035(d) exception for bona fide sales, relationship to Section 2043, termination of a trust, payment of premiums as a transfer (Pre and Post-ERTA), and more. Our team of leading practitioners gives you timely updates on best practices, and our products feature working papers, client letters, source documents, and sample forms to to fully equip you to deal with any transaction.

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This bimonthly review gives you an ongoing perspective on todays many estate planning topics, such as marital deduction ...
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This Portfolio explains in detail how under §2035(a) certain gifts made within three years of the donor's death are incl ...
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The BNA Tax and Accounting Center is the only planning resource to offer expert analysis and practice tools from the wor ...