November 17, 2021

Luke Harriman, vice chair of the firm's Wealth Transfer & Succession Planning group, explores lifetime gifting strategies in CPA Practice Advisor. He discusses the benefits of intentionally defective grantor trusts, the current interest rate environment, and potential reductions of the estate/gift tax exemption amount. 

This article contains material of general interest and should not be construed as legal advice or a legal opinion on any specific facts or circumstances. Under applicable rules of professional conduct, this content may be regarded as attorney advertising.