Live Webinar on Family Wealth Transfers

The American Bar Association will be hosting a Trust &Estate Webinar entitled, What’s theEncore:  Correcting and/or AmplifyingFamily Wealth Transfers on June 6, 2013 from 12:00 PM – 1:30 PM CT.  A description of the webinar is below:

During thissession our panelists will cover the application and management of wealthtransfer strategies that provide some benefit to the grantor and/or thegrantor’s spouse.

They will discussthe following strategies:

• Creative planning with loans and/orannuities owed by an IDGT to the grantor;
• Additional wealth transfer strategiesavailable when gift tax exemption is exhausted, and;
• Strategies to preserve a basis adjustmentupon the grantor’s death.