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
Subscription Options
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in unlimited article access for one year, please select Annual Subscription below.
0 comments
Hide comments