Estate Planning Techniques for Rising and Falling Interest Rates: Key Strategies and Pitfalls to Avoid
Intrafamily Loans, Installment Sales, GRATs, Charitable Remainder Trust, Qualified Personal Residence Trust, Charitable Lead Trust
A live 90-minute CLE/CPE video webinar with interactive Q&A
This CLE/CPE webinar will provide estate planners guidance on effective estate and tax planning strategies for both a high interest rate and low interest rate environment. The panel will discuss the impact of interest rates on estate planning and provide insight as to which planning techniques work better when interest rates are at different levels.
Outline
- Overview: impact of interest rates on estate planning
- Planning in a rising interest rate environment
- Planning in a falling interest rate environment
- Utilizing trusts and challenges
- Minimizing income, gift, and estate taxes
- Best practices for estate planners
Benefits
The panel will discuss these and other key issues:
- What are the key planning considerations in a rising interest rate environment?
- What are the critical planning considerations in a falling interest rate environment?
- What gifting strategies are available to limit or minimize gift and estate taxes?
- What are the challenges of using GRATs, CLTs, CRTs, and QPRTs?
- Other planning issues that arise in structuring or modifying estate plans in light of rising and falling interest rates
Faculty
David Frederick, J.D., LL.M.
Senior Manager, Tax Services
LBMC
Mr. Frederick is a Senior Manager of Taxation in the Private Client Group of LBMC, PC. He is an attorney by background... | Read More
Mr. Frederick is a Senior Manager of Taxation in the Private Client Group of LBMC, PC. He is an attorney by background and his practice at LBMC is focused on advising high net worth individuals on matters of estate planning, business succession planning, and tax mitigation. In this advisory role, Mr. Frederick guides his clients through the structures and strategies that will maximize their control, minimize their tax, and allow them to more fully reap the benefits of their lifetimes of hard work. These structures and strategies commonly include sophisticated estate planning trusts, advanced tax-exempt and charitable systems, family business transfer designs, gifting and timing options, real estate ownership systems, and numerous other wealth transfer frameworks.
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Lawrence M. Lipoff, CPA, TEP, CEBS
Director
CohnReznick
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private... | Read More
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private client services to enable high net worth individuals and families to maximize their new or generational wealth. He provides strategic advice to his clients and their closely-held businesses in the areas of income tax planning and compliance, estate planning and administration services, consultation regarding formation of family trusts and philanthropic structures. He is a frequent lecturer and author of articles published through professional forums on topics that include preparation of 1040/1041 & 706/709 returns, IRA/pension distribution, domestic and international asset protection, business succession, generation-skipping transfers, S corporation and fiduciary taxation including foreign trusts, alternative minimum tax, Chapter 14, family limited partnerships, international estate planning and administration, grantor charitable lead trusts, captive insurance companies, private placement life insurance and carried interest estate planning for private equity and hedge fund principals.
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Cannot Attend March 8?
Early Discount (through 02/10/23)
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.