If you have trouble viewing this email, read the online version.

Planning in a Low-Interest Rate Environment: Integrating Borrowing in Your Estate Planning Strategies

Tuesday, September 18, 2018 | 12:00pm ET / 9:00am PT

PRESENTER:
Jeffrey C. Wolken
National Director of Wealth
and Fiduciary Planning

Wilmington Trust

PRESENTER:
Alvina H. Lo
Chief Wealth Strategist

Wilmington Trust

MODERATOR:
Susan Lipp
Editor in Chief

Trusts & Estates

We continue to live in a relatively low-interest rate environment despite the Federal Reserve raising interest rates in recent years. Certain estate planning strategies such as Grantor Retained Annuity Trust (GRAT) or Sale to an Intentionally Defective Grantor Trust (IDGT) and Intra-Family Loans (IFL) continue to be very effective and popular. Coupled with Tax Reform and the now increased Federal Transfer Tax Exemption, wealthy individuals have a great opportunity to transfer significant amount of wealth to the next generation.

For those engaging in these estate planning strategies, another way to enhance the planning could be through borrowing, or leverage. With today’s low interest rate, adding leverage to one’s estate plan could provide significant down-side protection with minimum additional outlay. Integrating a borrowing component to an existing IDGT can also provide income tax benefit to the family.

This seminar will address:

Basic primer on estate planning strategies suitable in low-interest rate environment
Using borrowing to protect the down-side in a “locked-in” GRAT
The income tax benefit of asset substitution in an IDGT

Don't wait, register now!

*CFP, CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.

SPONSORED BY:

Not able to attend? Register anyway! Archived versions of WealthManagement.com webinars are available to watch On Demand 24-hours after broadcast. If you registered, you will receive an email with login instructions as soon as the replay is available.

Periodically, WealthManagement will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.

WealthManagement | Informa | 1166 Avenue of the Americas | New York, NY 10036 | Privacy Statement