Learn to analyze various strategies in estate planning from a mathematical perspective. Number crunching shows us why certain strategies make more sense than others—like determining whether a simple loan is more effective than a GRAT, or whether a life insurance trust is the best option for owning term insurance.
Understanding the mathematical implications of the various planning options we have will make us better advisors. Utilizing a mathematical analysis as part of our planning process will enable us to more effectively advise and educate our clients.
Attendees Will Learn:
Why different strategies are more appropriate/beneficial at different stages of life Why loans may be preferable to GRATs Whether to use a life insurance trust to own term life insurance That there may be a better alternative to a QPRT When and why to elect portability at death How and when to use charitable remainder trusts and charitable gift annuities
Speakers:
Sarah M. Allen - Rice, Heard & Bigelow, Inc
Matthew R. Hillery - Locke Lord, LLP
Alison E. Lothes - Gilmore, Rees & Carlson P.C.
Amiel Weinstock - Thomas Brady & Associates
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