This is called a discounted gift trust. “However, it is worth noting that you may lose access to your wealth, so any strategy ...

In 2018, as part of the “Trump tax cuts,” the federal estate, gift and generation-skipping transfer (GST) tax exemption was ...

As the discount rate remains high, donors should strongly consider charitable gift planning using a charitable remainder trust (CRT). The CRT is a contender for charitable gifting when §7520 ...

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Establish new gift trusts and leverage the bonus exclusion with discounted gifts. With thoughtful planning, growth of bonus exclusion used before the sunset over the course of a few generations ...

Consider this strategy when you sell assets to a trust or when you shift ... A valuation discount is when the value of the gift is reduced because of factors such as lack of marketability of ...

November 2024 AFRs and 7520 Rate - The November 2024 Section 7520 rate for use with estate planning techniques such as CRTs, ...

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The trust focuses on three main areas for investment: investment trusts on a discount to net asset value; family-controlled holding companies; and Japanese stocks. It aims to “identify valuation ...

According to an editor and expert gifter, these are the 12 best beauty gift sets. Shop brands including Merit, Dior, Tower 28 ...

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This is called a discounted gift trust. “However, it is worth noting that you may lose access to your wealth, so any strategy needs to be well thought out and leave the benefactor with enough ...