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This page contains a single entry by Associate Editor published on November 26, 2012 10:00 PM.

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Reduce Estate Taxes through Lease Back Arrangements

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Intended as an alternative to outright gifts of property, another option in reducing the taxable estate is through the use of a lease-back strategy.  In this arrangement, the client gifts property to his or her designated heirs and then enters into a lease arrangement making rental payments directly to those heirs.  This strategy is optimal for those clients with highly taxable estates and retain possession of their investment portfolio.  Additionally, the property subject to the arrangement must be unencumbered and the clients must have the cash flow and requisite reserves to make the rental payments. 


See Ann Marsh, When to Purposely 'Lose' Your Home to Reduce Estate Taxes, Financial Planning, Aug. 9, 2012. 

 

Wills, Trusts & Estates Prof Blog (November 14, 2012).


Posted by Anne E. Brown, Esq., Associate Editor, Wealth Strategies Journal

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