July 18, 2024 - 1:00 PM - 2:00 PM ET

Wealth In Focus (Trusts & Estates)

Riding the Interest Rate Roller Coaster

A Review of Estate Planning Techniques in High and Low Rate Environments

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Virtual

This presentation will discuss how different AFR and 7520 rates impact the effectiveness of various wealth transfer techniques, including GRATs, QPRTs, CLTs, CRTs, sales to grantor trusts, and intrafamily loans, and the various tax and non-tax considerations applicable to each technique.

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