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Estate Planning Ideas We Discuss with Our Clients in this Difficult Time



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Recording and Slides are Available Here


In thier important and timely webinar, Jonathan Blattmachr and Martin Shenkman share the critical estate planning ideras that are  currently discussing with clients. Topics they will cover include:

  • Modifications to health care proxies specifically to address unique issues raised by the current circumstances; sample language to be provided.
  • What to tell clients about existing GRATs that will fail because of market declines. 
  • Why longer term GRATs might make sense and how GRAT "immunization" might change. 
  • How and why to structure new GRATs to take advantage of the current low interest rate environment and why you might structure and administer them different now. 
  • The current environment of temporary high exemptions and the risks to estate planning of a Democratic victory in the upcoming election;
  • Low interest rates and low values impact the planning we suggest to our clients. 
  • Risks to life insurance coverage clients may be relying on?
  • Note sale transactions in the current environment.
  • Structuring trusts for maximum access using SPATs.
  • Might hybrid DAPTs provide access or are they riskier then some practitioners realize?
  • Should clients convert IRAs to Roths given the market declines and is this a worthwhile strategy in light of the Secure Act?

 



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