Tax-Free Transfer: Intra-Family Loans Are a Steal Now


Carlyn McCaffrey said “there’s real risk” in making an intra-family loan involving trust assets, especially if a market crash reduces or eliminates the trust value. However, Ms. McCaffrey said she is fond of intra-family loans in the right cases, and suggested having some value in the trust to start with (for example, $100,000) when transferring $1 million worth of shares to the trust for the loan. Read the full article.