• Payment
  • Contact
  • Events
  • Resources
  • New Client Questionnaire
  • Home
  • Send Us A Message
  • Calendar

Call us toll free 650-285-5400

Find us on Map
Login

Login
ProtectionCounsel.comProtectionCounsel.com
  • Home
  • Events
  • Resources
  • Contact
  • Payment

Portability Election now has 5 year window

Home GeneralPortability Election now has 5 year window

Portability Election now has 5 year window

July 22, 2022 Posted by Don Sweet, Esq. AEP General

The IRS issued a private letter ruling [Revenue Procedure 2022-32 (irs.gov)] allowing the election of a Deceased Spouse’s Unused Exemption Amount, DSUEA, within 5 years of the death. The election is made via an IRS Form 706 return and previously, was due within 9 months of the date of death. If you have questions, please contact my office at 650-285-5400.

[https://www.irs.gov/pub/irs-drop/rp-22-32.pdf last accessed July 22, 2022].

Share
0

About Don Sweet, Esq. AEP

Don Sweet heads the San Francisco office of Rodnunsky & Associates. Don Sweet serves clients through counsel and advocacy. Whether planning an inter-generational wealth transfer strategy, adminstering the details of a trust or defending the rights of a beneficiary, Don’s efforts and focus are client centered. He is determined in pursuing client rights. Understanding the importance of value in professional service relationships, Mr. Sweet delivers creative, realistic and cost-effective solutions. With a deep and varied planning background, he works with those who seek protection of family and wealth in all areas of estate planning. Mr. Sweet holds the Accredited Estate Planner? (AEP) designation from the National Association of Estate Planning Councils. He earned his undergraduate degree from Arizona State University and earned his law degree from Whittier College of Law where he was a member of Law Review. He externed for the Honorable John Ryan, a Federal Bankruptcy Judge and Chief Judge of the U.S. Bankruptcy Appellate Panel for the 9th Circuit. Mr. Sweet has worked with private clients since 1997 and joined the California Bar in 2005.

You also might be interested in

September Newsletter

Sep 20, 2014

Below, please find the Rodnunsky & Associates September Newsletter. Button[...]

EP 401 – Captive Insurance Company Webinar Materials

Oct 6, 2016

For a link to the materials referred to by Brad[...]

House of Oscar De La Renta – Loss of timeless icon provides planning lessons for family business owners and advisors.

House of Oscar De La Renta – Loss of timeless icon provides planning lessons for family business owners and advisors.

Nov 4, 2014

Business & estate planning impacts much more than just numbers[...]

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message
Call today for a complimentary conversation about your protection concerns. Contact Here

Follow us on Google+

 

Search

Rodnunsky & Associates - Los Angeles

Pages

  • Home
  • Contact
  • Resources
  • Send Us A Message
  • Team
  • Oompa Loompa Protection Strategies
  • EP401
  • Calendar
  • Payment

Newsletter Sign Up

Contact Info

  • Rodnunsky & Associates - Bay Area
  • 555 Twin Dolphin Dr. Suite 330, Redwood City, CA 94065
  • 650-285-5400

Important Disclaimer

This website is informational in nature only. It does not constitute, nor it may be relied upon, as legal or tax advice; nor does it establish an attorney client relationship which may only be established by a signed agreement between client and attorney. Always consult qualified counsel.

© 2014-2016 Don Sweet, Esq.

  • Home
  • Events
  • Resources
  • Contact
  • Payment
Prev Next