Once in a Lifetime Estate and Charitable Planning Opportunities in a Time of Extraordinarily Low Interest Rates
Federal interest rates are extraordinarily low. For the past few months the section 7520 rate has hovered just above zero with a 0.4% rate for the months August through November. The current low interest rates create once in a lifetime planning opportunities: GRATs, charitable lead annuity trusts, and other strategies.
In his exclusive LISI Webinar, Larry Katzenstein will explore the mathematics of low interest rate planning and review low interest rate pitfalls that make some planning options less attractive now.
Here are just a few of the topics Larry will cover in his contect-packed program:
- Why this is the time to take advantage of certain planning strategies
- Which strategies work well in low interest rate environments and which do not
- Why Grantor Retained Annuity Trusts work well with low interest rates
- Why sales of income producing assets to IDGTs work well in a low interest rate environment
- Which federal rates should be used
- All based off of Larry's very comprehensive and detailed course outline!
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
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