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Investors & landlords
I really appreciate your responses.
I will try to get the text you mentioned and see if there are any references to the process the IRS uses to determine if the avoidance of probate is allowable. This information might then allow a Determination Letter (costing approximately $300)--I want to avoid a Letter Ruling (costing approximately $3000) unless absolutely necessary.
I will also search for relevant prior letter rulings.
‎January 21, 2022
3:36 PM