Estate Planning for Liquidity - Audio Webcast

When: Jun 28, 2022

- 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 Graegin 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: Jonathan Gopman, Akerman LLP, Naples, FL

Location

Webcasts - live from your computer
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