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Leslie Daff, JD, MBA - Orange County Estate Planning Lawyer

Thursday, December 18, 2008

Planning Opportunities for January 2009

The current low Section 7520 rate provides tremendous opportunities for a number of planning techniques, including Grantor Retained Annuity Trusts, Intentionally Defective Grantor Trusts, Self-Canceling Installment Notes, and Charitable Lead Trusts.  See here.   


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