Marshal S. Grant

Marshal S. Grant's Legal Cases (1)

North Andover, MA

Tax Lawyer at North Andover, MA

Practice Areas: Tax, Estate Planning

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Estate planning

Estate Tax Audit and Protest

Feb 08, 2012

OUTCOME: Settled

Decedent with approximately $150M taxable estate. Post-mortem planning saved approximately $24M in estate tax. Challenged on audit and protested to Tax Court. Settled with IRS for approximately $11M ... .

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