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​​​​© 2019 by Lara Sass & Associates, PLLC 

 

The information contained on this website is provided for informational purposes only and should not be construed as legal advice on any subject matter.  If you wish to discuss the topics addressed on this website, or other estate planning issues, please contact Lara Sass & Associates, PLLC.

IF YOU WOULD LIKE US TO CONTACT YOU, PLEASE PROVIDE YOUR INFORMATION  BELOW.  Thank you.

CONTACT US * info@laramsass.com * (212) 971-9770

April 23, 2016

A qualified personal residence trust (QPRT) is one of the most effective estate planning techniques available to wealthy families.  A QPRT allows an individual to make greater use of his or her $5,450,000 lifetime exemption from gift and estate tax.  It is a particular...

April 14, 2016

 

The annual federal gift tax exclusion allows an individual to gift up to $14,000 (or $28,000 if spouses elect to split gifts) in 2016 to as many people as he or she wishes, free of gift taxes and without those gifts counting against the donor’s $5.45 million lifetime...

April 10, 2016

 

 

There are a number of estate planning techniques that work more effectively in a low interest rate environment.  Accordingly, our current economic environment presents unique wealth transfer opportunities, including Grantor Retained Annuity Trusts (GRATs), Sales to I...

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Estate Planning Techniques in this Low Interest Rate Environment

April 10, 2016

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