Leaving Smart Inheritances
Family Gifting Trust
Qualified Personal Residence Trust
Leveraging Off of the Applicable Federal Rate
Use of Actuarial Tables
Family Holding Company
Charitable Lead Trust
Charitable Remainder Trust
Foundations













  • Greater control of family wealth retained by family, rather than having wealth paid to the government as taxes which are forever lost from family control.

  • Family philanthropic objectives can be enhanced and perpetuated.

  • Recent legislation reinstates old law that permits full fair market value income tax deduction for contributions of publicly traded securities.

  • Greater cash flow and financial power can often be retained by families where foundations are used in conjunction with charitable lead and remainder trusts.

 

 

Tools of Advanced Estate Planning:
Leaving Smart Inheritances
|  Family Gifting Trust
|  Qualified Personal Residence Trust | Leveraging Off of the Applicable Federal Rate | Use of Actuarial Tables | Family Holding Company | Charitable Lead Trust | Charitable Remainder Trust | Foundations

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