The Best Financial Planning Vehicle: The CRT? The PIF? Both?

Expires 07/16/2017

by Emanuel ("Emil) J. Kallina, II


We no longer live in a world where estate planners are solely concerned with estate taxes. With the federal and many state estate tax exemptions approaching $5.5M per person, the estate planner has become a financial planner as well, perhaps unknowingly and unwillingly. In light of this new paradigm, what tools are out there to help the practitioners do financial planning, where not only estate taxes and wealth transfer planning are considerations, but also income taxes? The CRT and the PIF offer incredible opportunities, and solve many problems.

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