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Income and Estate Planning Techniques That Work Well in a Volatile Market & Low Interest Rate Environment



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Despite the current continuing economic expansion, interest rates have fallen considerably in recent months.  This development is important to those seeking to minimize their tax-liabilities because the efficacy and effectiveness of many wealth transfer techniques are interest rate dependent.

Moreover, recent market volatility further compliances planning by providing opportunity and traps for the unwary.

This course will cover the following topics:

  • Planning, tactically & strategically, in a volatile market
  • Techniques that are more effective as interest rates decrease
  • Techniques which are less effective as interest rates decrease
  • When to use a IDGT versus a GRAT
  • Selecting the “proper” GRAT term
  • Hedging GRATs with private annuities or term insurance
  • GRITs in today’s environment
  • Why to be wary of QPRTs right now
  • Why two-year installment sales are white hot
  • Note term selection for IDGT sales
  • Valuing installment notes when rates rebound
  • Private Annuities and SCINs in a low rate environment
  • Why CLATs are attractive from an income tax and gift perspective
  • How to refinance exists notes
  • Intra-family Loans
  • How the 99 year GRAT strategy works under the regulations
  • Low interest split-dollar strategies
  • Private split-dollar
  • Financed life insurance strategies
  • CRATs and CRUTs in today’s environment
  • GRATs for volatile stocks
  • Loss Harvesting for individuals, trusts and estates
  • Understanding the “Estate Collar”
  • And more!


There will be no CE for this webinar


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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of ""first impression."" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - ""Family Tax Planning Forum,"" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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