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Retirement Plan › Individual Retirement Account (IRA) › Grantor Retained Annuity Trusts (GRATs)

Proskauer Rose LLP

Wealth Management Update - June 2024

Proskauer Rose LLP on

June 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts - The June Section 7520 rate for use in estate planning techniques such as CRTs, CLTs, QPRTs...more

Seward & Kissel LLP

2022 Year-End and 2023 Planning

Seward & Kissel LLP on

As the year is drawing to a close, we offer you some general advice regarding year-end planning and updated inflation-adjusted figures for 2023. Annual Exclusion Gifts - In 2022, the annual exclusion amount is $16,000...more

Goulston & Storrs PC

Estate Planning Opportunities in the COVID-19 Era

Goulston & Storrs PC on

There is no question that COVID-19 has permeated every aspect of our personal and professional lives, causing mounting uncertainty and underscoring the importance of prioritizing the health of ourselves and our loved ones....more

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