What's the Bottom Line?

At David A. Handler's request, a New York-based team of the Wealth Management Group at Bernstein Global Wealth Management did an analysis of the economic benefits of financed gifts as compared to a sale to grantor trust. Here's the report: To create a robust analysis, we used a Monte Carlo Simulation to model 10,000 plausible future paths of returns for various asset classes, inflation and the Internal

At David A. Handler's request, a New York-based team of the Wealth Management Group at Bernstein Global Wealth Management did an analysis of the economic benefits of financed gifts as compared to a sale to grantor trust. Here's the report:

To create a robust analysis, we used a Monte Carlo Simulation to model 10,000 plausible future paths of returns for various asset classes, inflation and the Internal Revenue Code Section 7520 rate.1 A Monte Carlo simulation is a st

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