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List at Least Three Non-Tax Reasons That You Might Suggest

question 6

Essay

List at least three non-tax reasons that you might suggest to your client Connie that she should consider shifting some income and assets to a trust.


Definitions:

Medicare False Claims Act

A federal law aimed at combating fraud and abuse in the Medicare program by penalizing those who knowingly submit false claims.

False Claims Act

A federal law that allows individuals to sue on behalf of the government for false claims made to governmental programs and collect a portion of any damages awarded.

Sarbanes-Oxley Act

A U.S. law enacted in 2002 aimed at protecting investors by making corporate disclosures more reliable and accurate.

Fourth Amendment

An amendment to the U.S. Constitution that protects citizens from unreasonable searches and seizures, requiring any warrant to be judicially sanctioned and supported by probable cause.

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