Bill Lowell and Kristin Abati on Wealth Transfer Strategies

Financial Advisor Magazine

 | December 1, 2010

 | Bill Lowell and Kristin Abati

Bill Lowell and Kristin Abati co-wrote “Changes Ahead” in Financial Advisor Magazine, in which they discuss the effect of the current low interest rate environment on wealth transfer strategies such as GRATs and sales of assets to grantor trusts.  They explain that while GRATs are appealing when interest rates are low, proposed legislation in the House may soon make the sale of assets to a grantor trust a more attractive option for many.



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