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Home / Opinion Digests / Taxation – Charitable Deduction – Codicil – Representative's Discretion (access required)

Taxation – Charitable Deduction – Codicil – Representative's Discretion (access required)

Where the testator, a retired physician who suffered from chronic alcoholism, executed a codicil to his will in which he gave his personal representative "sole and absolute discretion" to make gifts to "persons who have contributed to [his] well-being," the codicil gave the personal representative discretion to divert the remainder to non-charitable beneficiaries, and the ...

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