Riches Management Modify Product Product Sales to Defective Grantor Trusts, Intrafamily Loans and Split-Interest Charitable Trusts

Mary, despite being conscious of the above-referenced deals using the Bolles Trust, made transfers to Peter from 1985 through 2007 (having an aggregate worth of $1,063,333) that she failed to make to her other young ones. Per the advice of counsel, Mary addressed her transfers as loans. These transfers were used to support Peter’s architecture[…]