Skip navigation
Abati -GettyImages-532453580.jpg

Loans to Trust Beneficiaries

Outlining the considerations and pitfalls for trustees.

In the current economic environment and with interest rates hovering at or below 1%, many clients are considering making low interest loans to family members as a way to transfer wealth. 


Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).

If you are interested in unlimited article access for one year, please select Annual Subscription below.

Hide 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.