September 2019
Wednesday, September 4, 2019
Trust and Estate Planning for Liquidity
Topics to be covered:
- Challenges of planning for illiquid assets like real estate, family businesses, and unique property
- Techniques and tools to fund tax liabilities, distributions, expenses and more
- Mechanics of electing a deferral of estate tax under IRC Section 6166
- Use and advantages of using Gaegin notes to obtain liquidity
- Advantages and disadvantages of use of redemptions and buy-sell agreements
- Use of life insurance and other financial products to provide liquidity
Faculty: Daniel Daniels, Wiggin and Dana, LLP, New Haven, CT