Guest JEP Posted April 3, 2001 Posted April 3, 2001 A husband died and directed all of his assets (including the business he owned) into a marital QTIP. For purposes of testing, can the ownership be attributed beyond the surviving spouse? Does the daughter receive any ownership for testing purposes?
Guest UKH Posted April 11, 2001 Posted April 11, 2001 Its my understanding that ownership can be attributed beyond the surviving spouse. In your example I would include the daughter for testing purposes. If anybody disagrees please respond.
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