transcript   Transcript

Sophisticated (and Less Sophisticated!) Estate Planning Techniques

Recorded on: Oct. 3, 2018
Running Time: 00:58:42

Full Transcript:

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Taken from the Web Program 49th Annual Estate Planning Institute Recorded September 2018 in New York

Sophisticated (and Less Sophisticated!) Estate Planning Techniques [00:58:42]
  • Factoring in the – temporary – $11.18 million exclusion
  • Income tax vs. transfer tax savings: considerations
  • Grantor Retained Annuity Trusts and Sales to Defective Grantor Trusts
  • Charitable Lead Trusts and Charitable Remainder Trusts
  • Family Limited Partnerships, Limited Liability Companies and Defined Value Clauses
  • Less sophisticated, but still important: intra-family loans, simple (but powerful) uses of annual exclusion and other tax-free gifts

Blanche Lark Christerson

The purchase price of this Web Program segment includes the following article from the Course Handbook available online:
  • Sophisticated (and Less Sophisticated!) Planning Techniques
    Blanche Lark Christerson
Blanche Lark Christerson ~ Managing Director, Deutsche Bank Trust Company, N.A., Deutsche Bank Wealth Management
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