Tax-Planning Opportunities and Pitfalls in a Low Interest Rate Environment
ABA Telephone Briefing

This recording of the live, 90-minute telephone briefing held on July 14th explores how the confluence of global economic turmoil, historically low interest rates, and a new administration has significantly altered the landscape for wealth-transfer strategies.

By examining the interplay between interest rates and income-tax and transfer-tax strategies, this briefing will identify wealth-transfer opportunities and potential pitfalls in today's environment.The discussion will include practical examples to illustrate how market volatility and low interest rates can affect the outcome of specific family and philanthropic wealth-transfer strategies.

Program Date Audio CD Now Available
Per CD Fees** $225 ABA/Service Member • $355 Non-Member
Registration Not applicable
Audio CD Order Online (PDF)
Credits Recording approved for 2.0 CTFA (Tax) credits.

The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry. 

The economic downturn has jeopardized the wealth-transfer strategies of many investors. This presentation will identify the strategies that are most at-risk in the current environment and describe opportunistic planning techniques to strengthen clients' wealth-transfer efforts.By going beyond the basics of interest rates and transfer taxes, this presentation will help prepare investment and tax advisors to engage in important discussions with clients about the viability of existing strategies. Get your questions answered by this leading industry speaker.

Topics will include

  • Interest rate impact on the Section 7520 Rate and Applicable Federal Rates (AFRs)
  • Comparison of the relative benefits of GRATs and installment sales
  • Situations when Charitable Lead Trusts and Charitable
  • Remainder Trusts are worth considering
  • Review of the effectiveness of Qualified Personal Residence Trusts
  • Discussion of potential changes in legislation and recent Treasury Guidance and
    how this may impact these strategies.

Briefing Materials will include

  • Five Traps for the Unwary
  • Strategies Most Endangered by the Current Environment
  • Rescuing Failing Strategies

Speakers

  • Michael S. Lee, Head of Corporate & Executive Services, William Blair & Company, LLC, Chicago, IL
  • Maryann Johnson, Senior Vice President, Wealth Management, Professional Development Group, American Bankers Association Washington, DC (Moderator)

Who Should Attend

  • Wealth Management Advisors
  • Trust Officers & Managers
  • Managing Directors
  • Private Bankers
  • Trust Executives & Advisors
  • Investment Specialists
  • Financial Advisors
  • Estate Planners
  • CTFAs 
  • CFPs
*ABA's Telephone Briefings include reference materials and telephone audio. Telephone/Webcast Briefings include reference materials, telephone audio, and simultaneous webcast presentation (requires 56K or faster with JavaScript and cookies enabled in the browser, i.e., Microsoft Internet Explorer 4.0 or later, or Netscape 4.7X).

**Each site license (registration fee) entitles you to one phone connection and one Internet connection  (when there is a simultaneous webcast presentation) where an unlimited number of listeners can participate.

Any transmission, retransmission or republishing of the audio or Web portions of this briefing is strictly prohibited.


Questions? Please contact Joe Mach / Linda Shepard / Cari Hearn for more information.