Income and Estate Planning Techniques That Work Well in a Volatile Market & Low Interest Rate Environment
Despite the current continuing economic expansion, interest rates have fallen considerably in recent months. This development is important to those seeking to minimize their tax-liabilities because the efficacy and effectiveness of many wealth transfer techniques are interest rate dependent.
Moreover, recent market volatility further compliances planning by providing opportunity and traps for the unwary.
This course will cover the following topics:
- Planning, tactically & strategically, in a volatile market
- Techniques that are more effective as interest rates decrease
- Techniques which are less effective as interest rates decrease
- When to use a IDGT versus a GRAT
- Selecting the “proper” GRAT term
- Hedging GRATs with private annuities or term insurance
- GRITs in today’s environment
- Why to be wary of QPRTs right now
- Why two-year installment sales are white hot
- Note term selection for IDGT sales
- Valuing installment notes when rates rebound
- Private Annuities and SCINs in a low rate environment
- Why CLATs are attractive from an income tax and gift perspective
- How to refinance exists notes
- Intra-family Loans
- How the 99 year GRAT strategy works under the regulations
- Low interest split-dollar strategies
- Private split-dollar
- Financed life insurance strategies
- CRATs and CRUTs in today’s environment
- GRATs for volatile stocks
- Loss Harvesting for individuals, trusts and estates
- Understanding the “Estate Collar”
- And more!
There will be no CE for this webinar
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