Cathy has died and left substantial amounts of property to her husband, Dan. Und

Question

Cathy has died and left substantial amounts of property to her husband, Dan. Under which circumstances would a disclaimer by Dan of some of the property be ineffective?
Choose one answer.
a. The disclaimer could not be effective to qualify additional property for the charitable deduction even if the property passed to charity.
b. The disclaimer could not be effective if disclaimed property passed to a trust in which Dan has an income interest.
c. The disclaimer could not be effective if disclaimed property passed to a trust in which Dan has the power to make distributions to others.
d. The disclaimer could not be effective to utilize additional unified credit of Cathy's if property passed to a credit shelter trust created by Cathy.

Explanation / Answer

d.. The disclaimer could not be effective to utilize additional unified credit of Cathy's if property passed to a credit shelter trust created by Cathy.

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