“Sale to an IDGT with a SCIN Hedge” White Paper

Reduce Estate Taxes and Hedge Valuation Risk with This Advanced Planning Strategy

In this powerful 3-page white paper, nationally renowned CPA and tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explains how combining a sale to an Intentionally Defective Grantor Trust (IDGT) with a Self-Canceling Installment Note (SCIN) hedge can significantly reduce estate taxes while addressing mortality and valuation risk. Keebler outlines the structure, benefits, and key considerations of this sophisticated estate planning technique—making it a must-read for CPAs, estate planning attorneys, and advisors serving ultra-high-net-worth clients.