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ENGAGE 2020


PFP2012 - PFP2012. Interest Rates & Planning: What You Need to Know


Jul 21, 2020 11:00am ‐ Jul 21, 2020 11:50am

Description

Interest rates affect planning -- whether your client is creating a grantor retained annuity trust (GRAT) or making a Sale to a "Defective" Grantor Trust (Sale)...or simply loaning money to children. Understand how interest rates affect GRATs and Sales and how to avoid a "below-market" loan that could have potential gift and income tax consequences.

Learning Objectives:
  • Understand why and how interest rates affect GRATs and Sales
  • Know which applicable federal rates to use to avoid "below-market" loans

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