Finding the Silver Lining: Estate Planning Opportunities in Low Interest Rate Environments

Venable counsels Anna Katherine Moody and Emily Plocki will present at the ABA 2020 Fall Tax Meeting on September 29. The panel will discuss how historically low AFRs and 7520 rates can be used to create wealth transfer opportunities for clients, including the use of GRATs, CLTs, sales to grantor trusts, and intrafamily loans, and will discuss the various tax and non-tax considerations applicable to each technique.