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Wealth Transfer Planning in a Low Interest Rate Environment
ABA Telephone Briefing*
During this live, ninety-minute briefing, we will examine how the financial crisis is creating a huge opportunity for rich Americans to transfer wealth to their heirs. This is a positive message that should be delivered to all high net worth clients. Find out why it is the cloud's silver lining.
With the market crisis and the historically low interest rates, the time is ripe for wealth transfer planning. Undervalued assets are ideal for lifetime wealth transfers. Interest rates are important when establishing trusts, reviewing estate plans and lending money to family members. The current rates used to value wealth transfers are near historical lows. Register today and prepare to learn how you can bring even more value to your client relationships.
| Program Date |
Thursday, December 11, 2008
2:00 - 3:30 p.m. ET(Eastern Standard Time) |
| Per Site Fees** |
$225 ABA/Service Member • $355 Non-Member |
| Registration |
Register Online (PDF) |
| Audio CD |
Order Online |
| Credits |
2.0 CTFA (FP); 1.5 CPE for CPAs; 1.5 CFP |
Topics will include
IRS prescribed interest rates, including the section 7520 rate and the section 1274 rate, are currently near historic lows. We will discuss the effect of interest rates on the most commonly used strategies.
Techniques more favorable with low-interest rate:
- Grantor Retained Annuity Trusts (GRATs)
- Loans
- Sales to Intentionally Defective Grantor Trusts (IDGTs)
- Charitable Lead Annuity Trusts (CLATs).
Techniques not as favorable:
- Qualified Personal Residence Trusts (QPRTs)
- Grantor Retained Income Trusts (GRITs).
Techniques not affected or only minimally affected:
- Charitable Remainder Unitrusts (CRUTs)
- Charitable Lead Unitrusts (CLUTs)
Speakers
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David Jacobson, Director, Trusts and Estates Consultant, UBS Private Wealth Management, New York, NY
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Maryann Johnson, Senior Vice President, Wealth Management, Professional Development Group, American Bankers Association, Washington, DC (moderator)
Who Should Attend
- Wealth Management
- Managing Directors
- Private Bankers
- Trust Executives
- Trust Advisors
- Trust Officers and Managers
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- Investment Specialists
- Financial Advisors
- Estate Planning Attorneys
- Relationship Managers
- CTFAs
- CFPs
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*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.
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