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Estate Planning Issues with Intra-Family Loans and Notes

Friday, May 17, 2013 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


In this low interest rate environment, more clients are looking to take advantage of intra-family loans and notes.  The program will focus on the estate planning considerations of this wealth transfer vehicle, including the advantages and disadvantages over gifts and how best to structure the transaction. 


Sponsoring Section/Committee(s):




Jennifer Jones


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