Advanced Estate & Trust Tax Strategies for Real Estate Investors (And Why They Matter)

In this MLRE episode, Nate and Tom continue their estate and trust planning series by exploring more advanced strategies investors should understand. They break down grantor vs. non-grantor trusts, intentionally defective grantor trusts, the trade-off between estate tax savings and the step-up in basis, and how strategies such as SLATs, GRATs, QPRTs, and dynasty trusts can fit into an estate plan.

They also explain why estate planning shouldn’t be treated as a one-time exercise, and why getting the basics in place early matters even if your net worth is currently below the estate tax exemption.

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