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Flood: For large gifts, straight transfer not always best

Lifetime gifts of assets, including closely held stock, real estate, or marketable securities, from parents to children transfers those assets to the next generation while minimizing estate taxes. For large gifts, an outright transfer, although simple and straightforward, may not be the most effective type of transfer. Not including tax considerations, straightforward gifts may not be in the child’s best interest depending on age, financial astuteness and asset protection considerations. A method that may be in the best interest of the child is a gift, or a gift and sale, of assets to an Intentionally Defective Grantor Trust, or IDGT.

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