September 2024 AFRs and 7520 Rate -
The September 2024 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.8%, a decrease from the August 2024 rate of 5.2%. The September...more
9/13/2024
/ AFR ,
American Bar Association (ABA) ,
Beneficiaries ,
Decanting ,
Declaratory Relief ,
Due Process ,
Estate Planning ,
Ethics ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
Interest Rates ,
Intra-Family Loans ,
Irrevocable Trusts ,
IRS ,
Loper Bright Enterprises v Raimondo ,
Noncompliance ,
Probate ,
Proposed Regulation ,
Retirement ,
Settlement ,
Statutory Requirements ,
Unclean Hands ,
Uniform Trust Code ,
Wealth Management
The September 2024 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.8%, a decrease from the August 2024 rate of 5.2%. The September applicable federal rate (“AFR”) for use...more
9/6/2024
/ Administrative Procedure Act ,
AFR ,
Beneficiaries ,
Chevron Deference ,
Compliance ,
Confidentiality Policies ,
Connecticut ,
Decanting ,
Declaratory Relief ,
Delaware ,
Due Process ,
Estate Planning ,
Federal Taxes ,
Florida ,
Grantor Retained Annuity Trusts (GRATs) ,
Interest Rates ,
IRS ,
Long Arm Statute ,
Loper Bright Enterprises v Raimondo ,
Probate ,
Proposed Regulation ,
Settlement Agreements ,
Trustees ,
Trusts ,
Uniform Trust Code ,
Vesting ,
Wealth Management
The August 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5%, an increase from the July 2023 rate of 4.6%. The August applicable federal rate (“AFR”) for use with a sale...more
8/3/2023
/ Affirmative Defenses ,
AFR ,
Charitable Deductions ,
Donor-Advised Funds (DAFs) ,
Easements ,
Estate Planning ,
Fraud ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
Income Taxes ,
Intra-Family Loans ,
Penalties ,
Trustees ,
Wealth Management