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BSMG Blog: Protecting the Future of Families and Businesses

Leverage Your Clients Tax Benefits by Using Grantor Trust Power of Substitution

Posted by BSMG on 6 Apr 2017

Do you have any high net worth clients who have already gifted capital assets to their grantor irrevocable trust? If their trust has the typical power of substitution clause, they may be able to substitute cash for the capital asset.

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Read More: Charitable Remainder Trusts & Wealth Restoration ILITs

This advanced sales article takes a look at how grantor trust power of substitution can provide leveraged tax benefits when used in conjunction with life insurance.

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Topics: Advanced Sales, Grantor Trust, Tax Benefits, Irrevocable Trust