The impact of investment volatility on wealth transfer strategies

Article Abstract:

The authors discuss the importance of assessing investment risk in addition to rate of return when estate or financial plans are made. An examination of grantor retained annuity trusts (GRATs) and intentionally defective grantor trusts (IDGTs) is included in the discussion.

Financial Planning, Statistical Data Included, Planning, Risk management, Grantor trusts

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When is a private foundation an appropriate strategy?

Article Abstract:

The author discusses the use of private foundations for estate and tax planning purposes and focuses on economic factors and factors relating to charitable goals which would encourage persons to establish private foundations.

Usage

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How to ensure a private foundation meets compliance requirements

Article Abstract:

The authors discuss private foundation tax compliance requirements.

Laws, regulations and rules

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