Sale or conversion of assets to generate cash.
Allows unlimited transfers to a U.S. citizen spouse tax-free.
Tax reduction applied for partial ownership interests.
Tax planning across multiple generations for maximum preservation.
Transferring tax liability to the recipient for tax efficiencies.
Gifting strategy where both gift tax and GST tax are recipientÂ’s responsibility.
Ability of surviving spouse to use deceased spouseÂ’s unused exemption.
Charitable entity offering long-term tax planning tools.
Allows estate tax deferral while preserving final distribution control.
Minimizing taxes on required minimum distributions.
