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Values Based Integrated Wealth Planning

 



 
Intergenerational Wealth Preservation
Clarity, Strategy, Control
 

 

Sale to Multi-generational Trust: Strategy Overview
How Strategy Works:

  • Mother sells $50 million equity in FLP to GST Trust.
  • Value for minority and lack of marketability – Assume 35% discount - Value = $32.5 million.
  • Trust buys $32.5 million FLP interest on a 10-15 year note at interest only or interest and principal over the period.

RESULT:

  • Mother’s estate immediately reduced $17.5 million (the discount)
  • Immediate estate tax savings $7.9 million.
  • 100% of growth on $50 million is out of Mother’s estate.
  • She has interest income for lifestyle.
  • Growth on the asset is in GST Trust out of everyone’s estate forever.
  • Mother further reduces her estate by paying the income tax on the income of the $50 million FLP interest sold.

Examples of Wealth Transfer Strategies:

Let us build a Wealth Transfer Strategy specific to your situation. Listed below are overviews of strategies to save you on taxes and insurance:    

Strategic Overview & Result of a Sale to Multi-Generational Trust.

Strategic Overview, Example & Result of a Generation 1 to Generation 2 Wealth Transfer.
   
   

 

 

 

BCI Benefit Concepts Inc.
5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111
Telephone: (303) 740-8001 | info@benconinc.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclaimer

Benefit Concepts, Inc. and their agents are presently licensed to sell traditional life insurance in AL, AZ, CA (#0638282, #0793080),
CO, CT, DE, FL, GA, ID, IA, IL, KS, LA, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OR, PA, SC, SD, TX, UT, VA, WA & WI.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

This site is not intended as an offer to sell securities, which may be done only after proper delivery of a propectus and a client suitability review.Proper state registration is mandatory prior to conducting business in any state.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc.,a registered broker dealer and Investment Advisor, member NASD / SIPC.
Benefit Concepts, Inc. is owned and operated independently from M Holdings Securities, Inc.

Benefit Concepts, Inc. is a member of M Financial Group.Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.