LIVE! Using Extra Estate Tax Exemption

This week’s episode is the Live recording from Friday, August 28, 2020.

Rachel and Brent dive into ways to use the extra estate tax exemption that could expire at the end of 2020, and will expire absent Congressional action in 2026. They talk about Spousal Lifetime Access Trusts (SLATs), sales and gifts to Intentionally Defective Grantor Trusts (IDGTs), Grantor Retainer Annuity Trusts (GRATs), and the economics of giving early.

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