Graegin Loans and Estate Tax Planning: Recent IRS Regulations, Requirements, and Potential Limitations
A live 90-minute CLE/CPE video webinar with interactive Q&A
This CLE/CPE webinar will provide trusts and estates counsel guidance on utilizing Graegin loans to minimize estate taxes and potential limitations stemming from recent IRS regulations. The panel will discuss recent developments and IRS guidance, review requirements under current tax law, and offer planning strategies to minimize estate taxes with Graegin loans.
- Graegin loans under current tax law
- Recent IRS regulations
- Structuring Graegin-style loans
- Best practices for trusts and estate attorneys
The panel will discuss these and other key issues:
- How can Graegin-style loans be used to reduce estate tax liability?
- What are the requirements under current tax law?
- What pitfalls must be avoided when structuring Graegin loans?
- What is the impact of recent IRS regulations?
Katten Muchin Rosenman
Mr. Lavin represents high-net-worth individuals, including equity fund principals and business owners, in wealth... | Read More
Mr. Lavin represents high-net-worth individuals, including equity fund principals and business owners, in wealth transfer and estate planning matters on income, gift, estate and GST tax optimization and asset protection. He also is experienced in designing and implementing sophisticated and personalized estate plans. Mr. Lavin knows that only by fully understanding a client's personal and business problems, can an attorney craft the right strategy to resolve them.Close
to be announced.
Cannot Attend November 2?
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.