Brother, Can You Spare a....Intra-Family Loans: Taking Advantage of Today's Low Interest Rate Environment

Intra-family loans are becoming increasingly popular within the private wealth sector. In an ever-changing environment, this method takes advantage of low interest rates, provides more flexibility than commercial loans and minimizes tax consequences.

In this program, Carol Kroch, Head of Wealth and Financial Planning at Wilmington Trust, will review the structuring basics, wealth transfer benefits, pitfalls and principles of intra-family loans.