Using Tenancy By Entirety Without Sacrificing Estate Planning

Franke Beckett LLC

Post-COVID Remote Services

1. Maryland Entireties

Asset Protection With Tenancy By The Entireties

2. Maryland Disclaimers

Uniform Disclaimer of Property Interests Act

3. Federal Tax Laws and the 1997 Regulations

“Transfer Creating the Interest”

4. The 75% Basis Step-Up Rule

Disclaimed Property

Not Subject to a Qualified Disclaimer

Disclaimer of the Survivorship Interest

5. The Planning Opportunity

No Size Fits All in Estate and Asset Protection Planning

Power of Attorney With the Ability to Disclaim

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410-263-4876

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We could not be more satisfied with the service provided by the Law Office of Frederick R. Franke, Jr. LLC in Annapolis. Fred and his entire team provided excellent, professional, understandable advice and counsel to us as we updated wills, established a trust and executed advance health care directives. Most highly recommended!

Client of Frederick R. Franke, Jr.

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