Preservation | Family Wealth Protection & Planning


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Posts from June 2018.
By Trusts & Estates Practice Group on June 20, 2018 at 11:00 AM

IRS releases AFRs for July 2018The Internal Revenue Service has released the Applicable Federal Rates (AFRs) for July 2018. AFRs are published monthly and represent the minimum interest rates that should be charged for family loans to avoid tax complications.

Here are the rates for July 2018, which show overall increases over the June 2018 rates:

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By Elizabeth Pack on June 15, 2018 at 1:35 PM

Mother and daughter holding handsA growing problem in estate planning is how to provide for special needs individuals (those who may be eligible for government benefits and programs due to a disability or otherwise) without disqualifying them from government benefits and programs they may need now or in the future. As most government benefits have a limit on the amount of assets an individual may have to qualify for such benefits, leaving assets to special needs individuals outright or in a standard trust may disqualify them from receiving those benefits.

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