How a Graegin loan can benefit your estate clients

10/30/2011 | AdvisorOne

Estates with too few liquid assets might be able to use a Graegin loan to pay their tax bills. The loan, which takes its name from a 1988 tax case, can be funded using an irrevocable life insurance trust. Besides covering taxes, the loan can generate an immediate and generous tax deduction for the estate under the right conditions.

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