Private Wealth Newsletter - Wealth Transfer Planning Opportunities Abound Now

Arnall Golden Gregory LLP
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Although recent events have created uncertainty and stress, the current climate of reduced asset values, very low interest rates, and favorable tax laws presents significant wealth transfer planning opportunities for high net worth individuals and families.

Examples of estate planning techniques that can be particularly effective in this environment include, among others, grantor retained annuity trusts, sales to intentionally defective grantor trusts, spousal lifetime access trusts, and intra-family loans, whether new or refinanced from existing loans.

Wealth transfer planning is, of course, unique to each family.  It is important to review your existing estate plan in light of the opportunities for planning and transfer tax savings afforded by the current environment.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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