May 22, 2023 – Principal and Managing Director, Frank Corrado was featured in Financial Advisor Magazine discussing ‘Swapping Assets Can Be Tax-Friendly Move For Some Trusts.’ “The grantor could swap cash or high-basis assets with the trust before death so that the appreciated assets received from the trust will receive a step-up in basis,” Corrado said. Read the full piece here: https://bit.ly/3Mqtu7l
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