The Mathematics of Estate Planning
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Understand the importance of mathematically strategic estate planning and how it can impact your clients and your firm.
A timely discussion on Mathematics of Estate Planning, and the potential risks, tricks and traps for the unwary that can be present if planners do not "run the numbers." The presenters will address issues regarding the applicable interest rates, mortality assumptions and other issues that must be taken into account when employing commonly used techniques, such as Installment Sales to Intentionally Defective Grantor Trusts (IDGTs), Self-Cancelling Installment Notes (SCINs), Private Annuities, Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRATs and CRUTs), Charitable Lead Trusts (CLATs), and many more strategies. Practitioners should not miss this material.
• You will be able to identify the importance of "running the numbers."
• You will be able to recognize how to maximize the benefits to clients/beneficiaries by choosing the correct planning technique, and evaluating alternatives.
• You will be able to explain the variety uses of Charitable Lead Trusts and Charitable Remainder Trusts and the potential savings for a charitable client.
• You will be able to review SCINs, GRATs, Installment Sales, and Private Annuities with other wealth transfer vehicles.
Kenneth J. Crotty, Gassman, Crotty & Denicolo, P.A. Christopher J. Denicolo, Gassman, Crotty & Denicolo, P.A. Alan S. Gassman, Gassman, Crotty & Denicolo, P.A. Brandon Ketron, Gassman, Crotty & Denicolo, P.A.
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