HEET Wave

Planners have a challenge: They must find sophisticated, highly tax-efficient techniques that weave family values into financial plans but don't land clients in audit hell. Enter the health and education exclusion trust (HEET). This type of trust can provide nearly perpetual deferral of generation skipping transfer (GST) taxes without allocation of the GST tax exemption. It incorporates philanthropic

Planners have a challenge: They must find sophisticated, highly tax-efficient techniques that weave family values into financial plans — but don't land clients in audit hell.

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