News & Analysis as of September 21, 2024

Interest Rates

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

Wealth Management Update - May 2022

Proskauer Rose LLP on 5/3/2022

The May Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 3.0%, a sharp increase from the April rate of 2.2%. The May applicable federal rate (“AFR”) for use with a sale to a...more

Wealth Management Update - November 2021

Proskauer Rose LLP on 11/11/2021

Federal interest rates increased slightly for November of 2021. The November applicable federal rate ("AFR") for use with a sale to a defective grantor trust, self-canceling installment note ("SCIN") or intra-family loan with...more

Four Key Estate Planning Issues We're Following in 2021

Pullman & Comley, LLC on 3/8/2021

The past twelve months have demonstrated that a solid estate plan, which includes steps to protect your wealth, can help you feel better prepared and provide a sense of control during times of economic uncertainty. As we...more

Personal Planning Strategies - October 2020

Proskauer Rose LLP on 10/7/2020

Top Ten Estate Planning Recommendations before the End of 2020 - If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before...more

THE WONDER YEARS WEBINAR

Gerald Nowotny - Law Office of Gerald R.... on 10/7/2020

Loan Regime Method of Split Dollar Life Insurance - This webinar covers: What is Split Dollar? Loan Method versus Economic Benefit. Leverage Split Dollar Rollout. Planning examples using Split Dollar....more

[Webinar] Estate Planning During Uncertain Times - September 22nd, 9:00 am - 10:00 am PT

Farella Braun + Martel LLP on 9/8/2020

Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of the upcoming general election. There may be things out of your control, but your estate plan isn’t...more

Move Forward with Your Estate Tax Planning Before it is Too Late

Bilzin Sumberg on 8/19/2020

While it is hard to imagine there could be anything advantageous about today's uncertainties and depressed asset values, the following factors, coupled with historically low interest rates...more

Record Low Interest Rates Let You Have Your Cake and Eat It Too – Life Insurance, Investments & Intra-family Loans

Bowditch & Dewey on 8/12/2020

At this time, unless Congress acts, the current lifetime estate tax exemption amount of $11,580,000 is set to sunset in 2025, which means that in 2026 it will revert to $5,000,000 per person, adjusted for inflation. Many...more

It's (Not) Too Late, Baby!

Gerald Nowotny - Law Office of Gerald R.... on 8/6/2020

Late Start Split Dollar gives you the opportunity to convert any corporate owned or individual policy into a Split Dollar Arrangement. Converting Split Dollar into a Loan Regime Method of Split Dollar. This is an opportunity...more

It's (Not) Too Late, Baby!

Gerald Nowotny - Law Office of Gerald R.... on 8/5/2020

Nowotny On Death and Taxes episode 15 titled It's (Not) Too Late, Baby!, speaks to using Late Start Split Dollar to create financial and tax leverage....more

High Transfer Tax Exemptions and Low Interest Rates Create Numerous Estate Planning Opportunities

Pullman & Comley, LLC on 7/29/2020

At the present time, certain tax and economic conditions have converged that provide a uniquely favorable environment for some estate planning opportunities...more

[Webinar] Virtual Tax Forum: Tax and Wealth Planning Updates - August 5th, 12:00 pm - 1:00 pm ET

Williams Mullen on 7/29/2020

COVID-19 has not only had serious implications on our daily lives, but it has also significantly impacted businesses and individuals from a tax planning perspective. As the pandemic continues to evolve, it is important to...more

The Family Loan Shark

Gerald Nowotny - Law Office of Gerald R.... on 6/11/2020

This episode speaks on how to leverage the Applicable Federal Rate (AFR) in the taxpayer's favor. ...more

Client Alert: Lowered Interest Rates, Market Declines and Increased Exemptions Present an Opportune Time for Tax Planning

Neal, Gerber & Eisenberg LLP on 3/23/2020

The current economic environment may be an opportune time to implement certain planning techniques that could be enormously beneficial to you and your family from an estate and tax planning perspective. There are at least...more

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Estate Planning › Tax Planning › Interest Rates

Wealth Management Update - May 2022

Wealth Management Update - November 2021

Four Key Estate Planning Issues We're Following in 2021

Personal Planning Strategies - October 2020

THE WONDER YEARS WEBINAR

[Webinar] Estate Planning During Uncertain Times - September 22nd, 9:00 am - 10:00 am PT

Move Forward with Your Estate Tax Planning Before it is Too Late

Record Low Interest Rates Let You Have Your Cake and Eat It Too – Life Insurance, Investments & Intra-family Loans

It's (Not) Too Late, Baby!

It's (Not) Too Late, Baby!

High Transfer Tax Exemptions and Low Interest Rates Create Numerous Estate Planning Opportunities

[Webinar] Virtual Tax Forum: Tax and Wealth Planning Updates - August 5th, 12:00 pm - 1:00 pm ET

The Family Loan Shark

Client Alert: Lowered Interest Rates, Market Declines and Increased Exemptions Present an Opportune Time for Tax Planning

Section 7C

Estate Planning Newsletter - December 2016

Intra-Family Loans: An Estate Planning Strategy in a Low-Interest-Rate Environment

Estate Planning › Tax Planning › Interest Rates

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