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Estate Planning Ideas We Discuss with Our Clients in this Difficult Time



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In thier important and timely webinar, Jonathan Blattmachr and Martin Shenkman share the critical estate planning ideras that are  currently discussing with clients. Topics they will cover include:

  • Modifications to health care proxies specifically to address unique issues raised by the current circumstances; sample language to be provided.
  • What to tell clients about existing GRATs that will fail because of market declines. 
  • Why longer term GRATs might make sense and how GRAT "immunization" might change. 
  • How and why to structure new GRATs to take advantage of the current low interest rate environment and why you might structure and administer them different now. 
  • The current environment of temporary high exemptions and the risks to estate planning of a Democratic victory in the upcoming election;
  • Low interest rates and low values impact the planning we suggest to our clients. 
  • Risks to life insurance coverage clients may be relying on?
  • Note sale transactions in the current environment.
  • Structuring trusts for maximum access using SPATs.
  • Might hybrid DAPTs provide access or are they riskier then some practitioners realize?
  • Should clients convert IRAs to Roths given the market declines and is this a worthwhile strategy in light of the Secure Act?

 



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