A QPRT can be worthwhile if you expect the property to appreciate significantly and you’re confident you’ll outlive the trust term. The strategy freezes the property’s value for transfer-tax purposes at the time you fund the trust, and any future appreciation passes to your beneficiaries without transfer taxes. If you don’t survive the term, the full value returns to your estate. The decision depends on your age, the property’s value, and your overall estate plan.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
