February 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts -
The February Section 7520 rate for use with estate planning techniques such as CRTs,...more
2/3/2020
/ AFR ,
Charitable Trusts ,
Estate Planning ,
Grantor Retained Annuity Trusts (GRATs) ,
Inheritance ,
Interest Rates ,
Intra-Family Loans ,
Probate Code ,
Retirement Plan ,
SECURE Act ,
Surviving Spouse ,
Trust Distributions ,
Wealth Management
Estate, Gift and GST Tax Update -
What This Means for Your Current Will, Revocable Trust and Estate Plan -
The estate and gift tax regimes have been permanent and unified since the passage of The American Taxpayer...more
11/27/2019
/ American Taxpayer Relief Act of 2012 (ATRA) ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Pass-Through Entities ,
Proposed Regulation ,
Retirement Plan ,
Surviving Spouse ,
Tax Cuts and Jobs Act ,
Tax Exemptions ,
Tax Planning ,
Uniform Trust Code
October Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts -
The October § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and...more
10/9/2018
/ Anti-Abuse Rule ,
Charitable Trusts ,
Estate Planning ,
Estate Tax ,
Grantor Retained Annuity Trusts (GRATs) ,
Grantor Trusts ,
Interest Rates ,
Intra-Family Loans ,
IRS ,
Life Insurance ,
Surviving Spouse ,
Tax Cuts and Jobs Act ,
Trust Distributions ,
Wealth Management
July Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-family Loans and Split Interest Charitable Trusts (Rev. Rul. 2018-16) -
The July § 7520 rate for use with estate planning techniques such as CRTs,...more
7/6/2018
/ Alimony ,
Estate Planning ,
Income Taxes ,
Individual Retirement Account (IRA) ,
Intentionally Defective Grantor Trusts ,
Internal Revenue Code (IRC) ,
Intra-Family Loans ,
Marriage ,
Self-Canceling Installment Note ,
Surviving Spouse ,
Taxable Distributions ,
Trust Protector Actions ,
Trustees