Trust Connection – July, 2019
Estate planning with intentionally defective grantor trusts (IDGTS) is a well-established “asset freeze” technique that has numerous advantages, as described below.In this article, we will discuss the features of this technique and how it can be used for your benefit. Overview The intended purpose of an installment sale to an IDGT is to limit the…
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LIBOR Pains – July 2019
The London Inter-Bank Offer Rate (LIBOR) currently underpins approximately $400 trillion of mortgages, bonds, corporate loans and derivatives globally. To help put this number in perspective, the World Bank estimates the annual value of global economic activity, or GDP, at $80 trillion which is “only” one-fifth of this amount. LIBOR is set by a group…
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2018 was a great year for the U.S. economy as unemployment fell to a 50 year low of 3.7%, gross domestic product grew more than 3% and with an assist from a reduction in the tax rate, corporate earnings grew about 22%.
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Trust Connection – April 2019
The topic of South Dakota as a favorable trust situs often leads to a discussion comparing the virtues of South Dakota versus Delaware. Which jurisdiction is better? Why South Dakota?
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The first three months for Inlet Private Wealth are now in the books and what a quarter it has been! We are incredibly grateful to our clients and the professional community for their support which has contributed to our assets under management growing to nearly a quarter of a billion dollars and a robust pipeline…
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