Tuesday, September 18, 2018 | 12:00pm ET / 9:00am PT
| Planning in a Low-Interest Rate Environment: Integrating Borrowing in Your Estate Planning Strategies Tuesday, September 18, 2018 | 12:00pm ET / 9:00am PT
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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.
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