4 Estate and Gift Tax Planning Techniques

delta blues house, dembow punk, appalachian folk anti-folk, soulful folk

Listen on 93

Lyrics

[Verse 1]
When the wealthy want their fortunes to survive
They craft these trusts to keep their wealth alive
ILIT shields insurance from the taxman's reach
Premium payments funded, death benefits breach
No estate inclusion when the owner's gone
Three-year lookback if you transferred wrong

[Chorus]
ILIT, GRAT, IDGT, QPRT
Shield your wealth with strategy
Charitable trusts and family pools
Master these estate planning tools
Sunset coming twenty-six
Better learn these tax law tricks

[Verse 2]
GRAT pays annuities back to grantor's hand
Zeroed-out means gift tax wasn't planned
If assets grow beyond the hurdle rate
Remainder passes free from heavy freight
Rolling GRATs extend the planning game
Serial trusts that bear the family name

[Chorus]
ILIT, GRAT, IDGT, QPRT
Shield your wealth with strategy
Charitable trusts and family pools
Master these estate planning tools
Sunset coming twenty-six
Better learn these tax law tricks

[Verse 3]
IDGT sounds broken but it works just fine
Grantor pays the taxes, assets shine
Defective for income, perfect for estate
Sales to trusts at discount valuation rate
QPRT holds your mansion for a term of years
Retained residence while gift tax disappears

[Bridge]
Family partnerships discount the price
Marketability lacks, control's not nice
CLT pays charity, remainder stays
CRT flips the script in different ways
SLATs give spouses access to the fund
Before exemptions get completely undone

[Outro]
Twenty twenty-six the sunset falls
Exemptions shrink, the future calls
Plan today while limits stay high
Tomorrow's rules will make you cry

← 3 Generation-Skipping Transfer Tax (GSTT) | 1 Constitutional Limitations on State Taxation →