Articles & Alerts

This series provides insights on how estate and trust planners may capitalize on the market’s historically low interest rates, and how high net-worth families could take advantage of trust and estate planning strategies before the new administration takes office in January.

1. • Grantor Retained Annuity Trusts (GRATs), a Proven Estate Planning Strategy

   • Preserving Your Family Legacy with Spousal Lifetime Access Trusts (SLATs)

   • Two Easy Ways to Use Low Interest Rates in Your Estate Plan

   • Dynasty Trusts: Preserve Your Legacy for Generations

   • PPP Loans and Your Year-End Estate Plans

   • Upstream Estate Planning: Leveraging the Use of Your Parent’s Exemption