willis617

The Net, Net Gift Revisited

Generate tax savings for older clients.

It’s a well-known fact that lifetime gifts are more tax-efficient than transfers at death. Many estate-planning strategies for high-net-worth clients seek further tax savings by reducing the amount of the gift for tax purposes. One such strategy that may be useful for older clients is the “net, net gift.”1

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish