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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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 How Do I Fill Out Gift Tax Return for Adjustment in Loan Interest?
0
By Harry Margolis
In Estate and Gift Taxes
Posted May 23, 2021

How Do I Fill Out Gift Tax Return for Adjustment in Loan Interest?

Question: I made a family mortgage loan to my son under my revocable trust. Recently, I amended the mortgage interest rate as market rates fell. I am told that I need to file Form 709 if the [...]

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