transcript   Transcript

Sophisticated (and less Sophisticated!) Estate Planning Techniques

Recorded on: Sep. 13, 2017
Running Time: 01:03:14

Full Transcript:

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Taken from the Web Program 48th Annual Estate Planning Institute recorded September 2017 in New York.

Sophisticated (and less Sophisticated!) Estate Planning Techniques [01:03:14]

  • 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 important nonetheless: intra-family loans, simple (but powerful) uses of annual exclusion and other tax-free gifts

Blanche Lark Christerson

The purchase price of this segment includes the following article from the Course Handbook available online:

  • Sophisticated (and Less Sophisticated!) Planning Techniques (Including Appendix: GRATs and Sales—Compared and Contrasted)
    Blanche Lark Christerson
Blanche Lark Christerson ~ Managing Director, Deutsche Bank Trust Company, N.A., Deutsche Bank Wealth Management
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