Karen T Schiele
January 26, 2024 | New York Law Journal
IDGTs: Flexible Drafting Saves the Day When Intended Benefits Become a BurdenTransferring assets to an intentionally defective grantor trust (IDGT) is a potentially powerful estate planning technique, allowing an individual to pass significant value to his or her intended beneficiaries transfer tax-free.
By Alison Powers Herman and Karen T. Schiele
8 minute read
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