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Dec 1, 2008 12:00 PM
The Net Gift Strategy: Good for a Bear Market
In a bull market, one of the best ways to transfer wealth is by a sale to a grantor trust. Little wonder that it's been so popular for the past 20 years.
But a net gift coupled with a loan for the gift tax can transfer more wealth and at a faster rate than a traditional sale to a grantor trust for a promissory note. Even when one figures in the settlor's losing the use of the funds that pay the gift tax, the net gift approach still can leave beneficiaries more total wealth. And the longer the donor lives after the gift is made, the greater the net gift's benefit.
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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