Trusts & Estates

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Trusts & Estates

Effective Disclaimer Planning

by Mark Bregman, JD | Contributing Guest Writer, Dyer Bregman & Ferris, PLLC

A disclaimer is an irrevocable and unqualified refusal to accept an interest in property. Disclaimers can be a useful estate planning tool in many contexts. Decisions about whether to exercise a disclaimer may be driven by many considerations, including gift and estate taxes, asset protection, and family dynamics.

Disclaimers provide opportunities to add value to your client’s estate plan. These valuable tools should be on your list of items to discuss with your clients. Knowing the state and federal rules relating to disclaimers will set you apart from your colleagues and give you confidence to provide superior planning ideas for the benefit of your clients.

This article discusses the ways that disclaimers can accomplish your client’s wishes and increase asset protection.


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