The Strict Rules of Charitable Split Interest Gifts
5 Pages Posted: 29 Jan 2008 Last revised: 15 Jun 2008
When giving both to your family and to your charity, you must follow the rules carefully to qualify for a charitable deduction. The article discusses the recent Tamulis case, other split interest charitable deduction cases, and the doctrine of substantial compliance.
Keywords: charitable deduction, split interest charitable gift, substantial compliance, estate tax, Tamulis
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