• Leeks@lemmy.world
    link
    fedilink
    arrow-up
    9
    ·
    edit-2
    4 months ago

    Tax code is so complex given enough readings and creative interpretations, I’m sure there’s a way. If I had to guess, it would be putting the stock into some financial vehicle, making grandma the custodian of the vehicle, then grandma disassembles the vehicle and kicking the bucket, giving the step up basis.

    Legal notice: I am not your accountant.