Preservation | Family Wealth Protection & Planning

This is the eighth installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here.

A Spousal Lifetime Access Trust (SLAT) is a type of trust that provides an opportunity for the grantor of the trust to utilize his or her remaining estate and gift tax exemption while also allowing the grantor’s spouse to benefit from the assets transferred.

This is the seventh installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here.

This is the sixth installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here. The next post will conclude the series with a discussion of charitable giving.

This is the fifth installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here. Future installments will cover installment sales to defective grantor trusts and charitable giving.

This is the fourth installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here. Future installments will cover family limited partnerships and limited liability companies, installment sales to defective grantor trusts, and charitable giving.

This is the third installment in a seven-part blog series on opportunities for tax planning in the current low-interest rate environment. Read our previous installments here. Future installments will cover creating Grantor Retained Annuity Trusts, family limited partnerships and limited liability companies, installment sales to defective grantor trusts, and charitable giving.

This is the second installment in a blog series on opportunities for tax planning in the current low-interest rate environment. Read our overview in Part 1 here. Future installments will cover making or refinancing loans, creating Grantor Retained Annuity Trusts, family limited partnerships and limited liability companies, installment sales to defective grantor trusts, and charitable giving.

This is the first in a blog series on opportunities for tax planning in the current uncertain, low-interest rate environment. Future installments will cover one-time and annual gifting, making or refinancing loans, creating Grantor Retained Annuity Trusts, family limited partnerships and limited liability companies, installment sales to defective grantor trusts, and charitable giving.