Estate Planning for Liquidity Out of Stock
Convenient, timely, reliable, and affordable
Quantity
- Challenges of planning for illiquid assets like real estate, family businesses, and unique property
- Techniques and tools to fund tax liabilities, distributions, expenses and more
- Mechanics of electing a deferral of estate tax under IRC Section 6166
- Use and advantages of using Graegin notes to obtain liquidity
- Advantages and disadvantages of use of redemptions and buy-sell agreements
- Use of life insurance and other financial products to provide liquidity
Faculty: Jonathan Gopman, Akerman LLP, Naples, FL
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $89.00 USD
- Member Price $59.00 USD
- General Credits 1.00
- Ethics Credits 0.00
- EDI Credits