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Proactive planning with low market values using a sale to a Grantor Trust
Manage episode 259323715 series 2154733
Контент предоставлен CIBC Private Wealth - Matt Mammola and CIBC Private Wealth. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией CIBC Private Wealth - Matt Mammola and CIBC Private Wealth или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Despite the current uncertainty and continuing impact of the COVID-19 pandemic, there still may be opportunities for wealth planning. The current unfortunate circumstances have created a prime environment for certain wealth transfer strategies – such as sales to grantor trusts – which can help position individuals with transfer tax concerns to take advantage of the current financial conditions.
Read more about Proactive Planning During a Time of Uncertainty and Volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility
45 эпизодов
Поделиться
Manage episode 259323715 series 2154733
Контент предоставлен CIBC Private Wealth - Matt Mammola and CIBC Private Wealth. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией CIBC Private Wealth - Matt Mammola and CIBC Private Wealth или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Despite the current uncertainty and continuing impact of the COVID-19 pandemic, there still may be opportunities for wealth planning. The current unfortunate circumstances have created a prime environment for certain wealth transfer strategies – such as sales to grantor trusts – which can help position individuals with transfer tax concerns to take advantage of the current financial conditions.
Read more about Proactive Planning During a Time of Uncertainty and Volatility:
https://private-wealth.us.cibc.com/blog/-/blogs/proactive-planning-during-a-time-of-uncertainty-and-volatility
45 эпизодов
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