Proactive planning with low market values using a sale to a Grantor Trust

CIBC Private Wealth US

Apr 20 2020 • 8 mins

Despite the current uncertainty and continuing impact of the COVID-19 pandemic, there still may be opportunities for wealth planning.  The current unfortunate circumstances have created a prime environment for certain wealth transfer strategies – such as sales to grantor trusts – which can help position individuals with transfer tax concerns to take advantage of the current financial conditions.

Read more about Proactive Planning During a Time of Uncertainty and Volatility: