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Wealth transfer strategies – Strike while interest rates are low

$225.00

SKU: WMAnd202. Category: .

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Abstract: Today’s low interest rates create attractive opportunities to transfer wealth to younger generations in a tax-advantaged way. This article describes several general transfer strategies using trusts such as GRATS and CLATs, as well as interfamily loans. A sidebar explains why business owners might want to consider selling to an intentionally defective grantor trust.

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