Question: Can he avoid death taxes with his plan? Why or why not? b. If he put the investments into a grantor trust, would that help

Can he avoid death taxes with his plan? Why or why not? b. If he put the investments into a grantor trust, would that help him avoid death taxes? Why or why not?

Don is a friend on social media and posts that he has a great way to "avoid death taxes." He says he's going to give his investment account, worth $13 million, to his son this year, which means he won't own it when he dies and can avoid death taxes. a. Is he right?

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