By Donald R. Tescher & Barry A. Nelson
An innovative technique gives clients use of their assets even as they reduce transfer taxes and leave money to charity. How would you like to offer your well-to-do clients an estate plan that eliminates or significantly reduces estate taxes and generation skipping taxes (GST) while providing the family with immediate use of the assets and creating a significant charitable legacy? This is not a pie-in-the-sky goal. It can be achieved by meshing disparate planning techniques.
