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UID:6413-1717678800-1717684200@www.portlandtrust.com
SUMMARY:Asset Rich\, Cash Poor: Planning for the Illiquid Estate
DESCRIPTION:Explore the planning challenges for individuals with significant wealth but few liquid assets. The estate tax is due nine months after the date of death\, and the federal government generally accepts cash only. The speakers in this session will discuss the techniques and election options to address this challenge. \n\n\n\nDiscussion Highlights: \n\n\n\n\nValuation rules and opportunities                      \n\n\n\nAlternate valuation and special use valuation\n\n\n\nCharitable planning with business interests      \n\n\n\nBuy-sell agreements and the use of life insurance\n\n\n\nSection 303 redemptions \n\n\n\nDeferral of estate tax payment under Section 6166\n\n\n\nLoans to facilitate payment of estate tax\, and rules on deductibility of interest\n\n\n\nLifetime steps for transferring property and structuring entities to facilitate use of special rules available at death\n\n\n\n\nSpeakers: \n\n\n\nThomas W. Abendroth\, Partner\, ArentFox Schiff LLP \n\n\n\nStephen W. Murphy\, Partner\, McGuireWoods LLP \n\n\n\nContinuing Education Credits: \n\n\n\nLive and Recording—CTFA 2.00 creditsApproved for 1.5 ME CLE \n\n\n\n\nTactics to reduce client resistance to discussing difficult topics such as intergenerational wealth transfers\, health care wishes or a change in beneficiary\n\n\n\n\nSpeaker: \n\n\n\nKathleen Burns Kingsbury\, Wealth Psychology Expert\, Author & Coach\, KBK Wealth Connection \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-06022024/
LOCATION:Virtual
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