Marcum Advisory & Consulting Forum: Estate Planning Opportunities in a Low Interest, Rate and Value Environment
Overview
As your trusted advisors, Withers Bergman and Marcum are committed to sharing the best information available concerning the Coronavirus (COVID-19) crisis to our clients and colleagues during this time. Please join us for a webinar discussing estate planning strategies and investment options to consider in our current state of market uncertainty and its impact on the valuations of securities.
TOPICS INCLUDE:
- Coronavirus (COVID-19) impact on the planning environment
- Coronavirus (COVID-19) impact on the valuation of privately-held businesses
- Planning techniques in a depressed economy
- Annual exclusion gifts
- Irrevocable trusts with exemption amount
- Grantor Retained Annuity Trusts (“GRATs”)
- Intra-Family loans
- Note sales to intentionally defective grantor trusts
SPEAKERS:
Louis Piscatelli, Esq. Withers Bergman LLP
Kenneth J. Pia, Jr., Partner & Business Valuation Industry Leader, Marcum LLP