Eric Mann Authors Article "QPRT: A 'Heads You Win, Tails You Break Even' Proposition for Clients" in Financial Planning

Eric Mann, a partner in the Private Wealth practice group, recently authored the article “QPRT: A ‘Heads You Win, Tails You Break Even’ Proposition For Clients,” published in Financial Planning. In the article, Eric provides an overview of utilizing personal residence trusts, or QPRTs, to shift ownership of a personal residence or vacation property to the next generation. Eric also discusses critical elements of QPRTs that estate planners should be informed of, including how to create a QPRT, the client's rights during the QPRT term, and the client's access to the residence after the QPRT term.

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