Bill Hussey and Franca Tavella, attorneys in Kleinbard’s Trusts & Estates Practice, authored an article in The Philadelphia Estate Planning Council’s Fall newsletter on estate planning strategies in an interest rate-sensitive market. The article focuses on the impact of the increase in federal funds rates and the tax implications and the estate planning techniques that can be implemented in order to better serve clients in this environment. The authors outline the benefits of CRATs, CGAs, and QPRTs during this time and, conversely, explain why rising interest rates may lessen the efficacy of GRATs and charitable lead trusts CLTs.

To read the full article, click here.