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Financed Net Gifts

‐ Jul 28, 2010 11:00am

Credits: None available.

Sales to grantor trusts can be an effective wealth transfer strategy, but only if the trust has sufficient equity, cash flow and growth to service the note. Taxable net gifts-- with the gift tax loaned by the grantor-- can transfer much more wealth and requires two-thirds less cash flow. In this session I will:
- Explain the mechanics of a financed net gift
- Compare the benefits of a net gift to a sale for a note
- Discuss the downsides and risks of net gifts


Credits: None available.