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  • The IRS Just Blacklisted a Popular Trust Strategy. Most Advisors Have No Idea.

The IRS Just Blacklisted a Popular Trust Strategy. Most Advisors Have No Idea.

A niche estate-planning move just became a disclosure problem with real penalties attached.

Author

Emily Asher
July 09, 2026

Some clients used trust planning to make taxable gain look smaller than it was. Now the IRS has named the structure, and tax advisors have to figure out who touched it before the penalty letters start.

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