💰 Financial Record

payment

Transaction Details

Payer (From)

Payee (To)

educational or medical institution Linked to educational or medical institution

Description

Direct payments of tuition and medical expenses made by a donor on behalf of another individual, which are free of gift tax and generation-skipping transfer (GST) tax.

Additional Details

Date string:

Amount string:

Source document: HOUSE_OVERSIGHT_022363.jpg

📄 Source Document

HOUSE_OVERSIGHT_022363.jpg

ESTATE Collection

View Document

Document Summary

This document, dated April 29, 2013, is a technical analysis of proposed changes to U.S. tax laws affecting sophisticated estate planning techniques. It details proposals to eliminate the benefits of 'sales to defective grantor trusts', extend estate tax liens, and curb the use of Health and Education Exclusion Trusts (HEETs) by clarifying the rules for the Generation-Skipping Transfer tax. The document carries a Bates number suggesting it was collected as part of a House Oversight committee file.

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