[WSBAPT] Disclaimers after 9 Months?

[Paul Neumiller]

Client's deceased spouse had a disclaimer trust in Will.  Surviving spouse DID NOT disclaimer for at least two years.  Now, client's CPA says there is no work-around on the federal level to make a valid disclaimer but asks if there is a work-around at the state level.  I'm not aware of any (and way outta my wheelhouse) but I said I'd ask this group of esteemed attorneys.  Is there a work-around for a late disclaimer or is the client dead in the water?


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