The Net Gift Strategy: Good for a Bear Market

In a bull market, one of the best ways to transfer wealth is by a sale to a grantor trust. Little wonder that it's been so popular for the past 20 years. But a net gift coupled with a loan for the gift tax can transfer more wealth and at a faster rate than a traditional sale to a grantor trust for a promissory note. Even when one figures in the settlor's losing the use of the funds that pay the gift

In a bull market, one of the best ways to transfer wealth is by a sale to a grantor trust. Little wonder that it's been so popular for the past 20 years.

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