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The Right Time for Real Estate?The Right Time for Real Estate?
Trusts and estates professionals representing high-net-worth clients have become more adept at maximizing planning techniques for specific asset classes as their awareness of the assets' economic factors and the effect of current markets on the assets has grown. For instance, professionals are paying significant attention to assets other than marketable securities despite the continually low Section
Douglas Moore, national director, Estate and Charitable Planning, Citigroup Trust and The Citigro
Trusts and estates professionals representing high-net-worth clients have become more adept at maximizing planning techniques for specific asset classes as their awareness of the assets' economic factors and the effect of current markets on the assets has grown. For instance, professionals are paying significant attention to assets other than marketable securities despite the continually low “Section 7520 rate” during the past year and the devaluation of equities, with the expectation that they may reverse course in the not-too-distant future.
Consequently, high-net-worth clients are considering gifting and planning opportunities with asset cl...
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