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Loans › Estate Planning › Gift Tax

Warner Norcross + Judd

The Powers and Perils of Intrafamily Loans

Warner Norcross + Judd on

It is not uncommon for family members to lend a helping hand to one another through intrafamily loans. While loans can benefit family borrowers who may not qualify for a traditional loan or who need flexible payment...more

Bressler, Amery & Ross, P.C.

How to Take Advantage of Changes in Interest Rates For Gift and Estate Tax Savings

Bressler, Amery & Ross, P.C. on

A recent Tax Court order highlights the gift and estate planning opportunities afforded when a senior family member makes loans to other family members. In Galli v. Commissioner, Docket Nos. 7003-20 and 7005-20, the Court had...more

Farrell Fritz, P.C.

Recapitalizing Debt To Defer Payment Of The Estate Tax – Good Idea?

Farrell Fritz, P.C. on

Estate Planning 101- A basic precept of effective estate planning is for a member of an older generation to transfer[i] property to a family member of a younger generation – for example, stock in a closely held corporation...more

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