News & Analysis as of

Intra-Family Loans Grantor Trusts Estate-Tax Exemption

Ward and Smith, P.A.

Death and Taxes…and Planning Opportunities

Ward and Smith, P.A. on

Financial markets, political moods, and the world-at-large can take us on a roller coaster ride of ups and downs.  But savvy investors (and their estate planning counsel) know that – in the end – neither the bears nor bulls...more

Proskauer Rose LLP

Wealth Management Update - July 2022

Proskauer Rose LLP on

July 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts AFRs The July applicable federal rate (“AFR”) for use with a sale to a defective grantor trust,...more

Proskauer Rose LLP

Wealth Management Update - December 2014

Proskauer Rose LLP on

December Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The December Section 7520 rate for use with estate planning techniques such as CRTs, CLTs,...more

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