Wealth & Risk Management Blog

William Byrnes (Texas A&M) tax & compliance articles

Avoid Transfer Taxes with a Capitalized Entity Sale to an IDGT

Posted by William Byrnes on September 10, 2010


A capitalized entity sale to an intentionally defective grantor trust, utilizing the leveraged purchase of fixed-term life insurance policy to be owned by, and controlled for, the successor generations in order to ensure the efficient maturity of the plan.

Today’s analysis by our Expert by Don Goode, CMO is located at AdvisorFX Journal Avoid Transfer Taxes with a Capitalized Entity Sale to an IDGT.

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