Riding the Interest Rate Roller Coaster: A Review of Estate Planning Techniques in High and Low Rate Environments
Thursday, July 18, 2024, 1:00 PM - 2:00 PM, Eastern Time
Presenters: Anna Katherine (A.K.) Moody and Emily A. Plocki
WHAT WE’LL COVER
This presentation will discuss how different Applicable Federal Rates and section 7520 rates impact the effectiveness of various wealth transfer techniques, including grantor retained annuity trusts, qualified personal residence trusts, charitable lead trusts, charitable remainder trusts, sales to grantor trusts, and intrafamily loans. It will also discuss the various tax and nontax considerations applicable to each technique.
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