Trust and Estate Planning with Low (and Volatile) Interest Rates - Audio Webcast
- Techniques for capitalizing on low interest rates in estate and trust planning
- Common income tax traps, including imputed interest on a loan to a child and election mistakes
- Utilizing installment sales to family members and low rate loans
- Techniques for using GRATs and Charitable Lead Trusts
- Understanding sales to intentionally defective grantor trusts
- Self-cancelling installment notes
Faculty: Jeremiah W. Doyle, IV, BNY Melon Wealth Management, Boston, MA
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Trust & Estate Section Member | $49.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 1.00
- Ethics Credits: 0.00
- EDI Credits:
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