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Swapping Assets Can Be Tax-Friendly Move For Some Trusts

May 24, 2023

Azi Baer discusses with Financial Advisor Magazine on what tax-savings moves are left for grantor trusts with appreciated assets in their most recent article:

Swapping Assets Can Be Tax-Friendly Move for Some Trusts

Read the article here:

  • Related Practice Areas: Trusts & Estates
  • Featured Attorneys: Azriel J. Baer