Using Low Interest Rates to Avoid Estate Tax

With interest rates at historic lows—for the time being—wealthy families are turbocharging their estate-planning strategies by pairing intra-family loans with trusts.  In late 2009, a businessman sold his $30 million family limited partnership to a trust he created, all on the advice of Mosaic Advisors in Houston. Because tax rules permit illiquid shares in a …

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