In the Know

Intra-Family Transactions in Estate Planning: Structuring Loans, Installment Sales and Sales to IDGTs
Speaking Engagements
June 17, 2014
AGG attorneys, Kathryn Hecker and Michael Van Cise, served on the panel of a Strafford webinar of which they presented on the topic entitled "Intra-Family Transactions in Estate Planning: Structuring Loans, Installment Sales and Sales to IDGTs." Ms. Hecker and Mr. Van Cise provided guidance on structuring intra-family transactions for wealth preservation and shifting. Other topics for discussion included intra-family loans and sales providing best practices for maintaining tax advantages and avoiding pitfalls that can render these transactions as taxable gifts or includible in the grantor’s estate.  For detailed information, please click here.  For a copy of the presentation, please click here.