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Incredible Low Interest Rates Present Once in a Lifetime Estate and Charitable Planning Opportunities!



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The August section 7520 rate of 0.4% is a new record low and the combination of depressed asset values and incredibly low interest rates present what may be once in a lifetime estate and charitable planning opportunities.  In his LISI Webinar, St. Louis lawyer Larry Katzenstein, a partner at Thompson Coburn LLP and author of Tiger Tables software, will lead you through the numbers. 
 
Larry will review the following topics in his content-packed, 90-minute webinar:
  • Key takeaways from historically low interest rates
  • The Charitable Lead Trust in a low-interest rate environment
    • Basic requirements of CLTs
    • Income taxation of CLTs
    • Lead trust technical requirements
      • Commutation
      • Excise taxes
    • Grantor lead trusts
    • Non-grantor lead trusts
    • GST considerations
  • Other Do-Now Techniques
    • Renegotiate Old Family Loans
    • Make Gifts of Depressed Assets
    • Sell Depressed Assets to Family Members
    • Sales to Intentionally Defective Grantor Trusts (“IDGTs”)
    • GRATs
    • Private Annuities
    • Self-cancelling installment notes
    • Sales of remainder interests
    • Other charitable planning implications
      • Gifts of a Remainder In A Personal Residence
      • Charitable gift annuities
      • Charitable Remainder Annuity Trusts

 



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