Once Removed Episode 18: The Reciprocal Trust Doctrine
Recent news stories have been published about two bills introduced in the Senate that, if enacted, could have a significant impact on many estate plans. These bills include proposed changes that many estate planning...more
February Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The February ยง 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more