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Tax Planning › Intra-Family Loans › Estate 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

Ballard Spahr LLP

New Laws for a New Year: Year-End Estate Planning in Preparation for 2025

Ballard Spahr LLP on

As 2024 quickly comes to a close, the new year will bring a change in the presidency, a new Congress, and potential changes to policies and laws that could impact individuals of all wealth levels. Going into the election,...more

Stoel Rives LLP

Gift Planning in 2022

Stoel Rives LLP on

Each year, the IRS considers inflationary adjustments to the estate and gift tax exemption amount and gift tax annual exclusion amount. As you consider estate planning or making gifts during the new year, here are the numbers...more

Bilzin Sumberg

Move Forward with Your Estate Tax Planning Before it is Too Late

Bilzin Sumberg on

While it is hard to imagine there could be anything advantageous about today's uncertainties and depressed asset values, the following factors, coupled with historically low interest rates...more

Farrell Fritz, P.C.

Wills, Trusts & Estates: Plain and Simple – Estate Planning In The Time Of Coronavirus

Farrell Fritz, P.C. on

This is a surrealistic time for most of us, but we will come out on the “other side” and we still need to plan for the future. We should continue to take at least basic steps to plan our estates, like preparing wills and/or...more

Troutman Pepper Locke

Estate Planning Opportunities in a COVID-19 Environment

Troutman Pepper Locke on

COVID-19 has created uncertainty in many aspects of our daily lives and caused an unprecedented disruption to the economy. Financial markets have been turned upside down, asset values have dropped, and interest rates have...more

Proskauer Rose LLP

Wealth Management Update - October 2015

Proskauer Rose LLP on

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

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