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Annual loan interest - PowerPoint PPT Presentation

Wealth Transfer Planning Using Private Financing

Wealth Transfer Planning Using Private Financing. A Fair Market Loan Arrangement Between Family Members. Prepared for Valued Client & Valued Client. The Concern. Your estate will be subject to estate tax at death. Gifts of large premiums to a trust may be subject to gift tax. The Solution.

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Annual loan interest - PowerPoint PPT Presentation

Wealth Transfer Planning Using Private Financing