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Estate Freeze Due Diligence - Webinar

  • ID: 4410001
  • Webinar
  • 90 Minutes
  • Lorman Business Center, Inc.
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Learn to recognize the techniques in which it should be applied in relation to different types of estate freezes.

An estate freeze is a power strategy for wealth management but you dont have to be an insider to identify whether its right for you or your clients. Practitioners must be diligent in utilizing this estate planning tool, however, because even the most basic estate freeze can create a minefield of potentially negative estate, income tax, and family problems.

This material will outline practical applications of estate freeze techniques and their benefits, which should be weighed in light of ones expectations and business, financial, and personal goals. This content will also provide an understanding of the common implementation challenges and pitfalls that can accompany an estate freeze strategy and, just as important, ways in which those dangers can be avoided and addressed.

Learning Objectives
  • You will be able to define an estate freeze.
  • You will be able to describe strategies (including advantages and disadvantage) to implement an estate freeze.
  • You will be able to identify opportunities when an estate freeze would be appropriate for your client.
  • You will be able to discuss the benefits and goals of an estate freeze.
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Overview of an Estate Freeze
  • Definition
  • Goals of an Estate Freeze
  • Types of Estate Freezes
Grantor Retained Annuity Trust (GRAT)
  • GRATs 101 and Example
  • Advantages and Disadvantages
  • Rolling GRATs, Staggered GRATs, Diversified GRATs
Installment Sale to a Defective Grantor Trust (IDGT)
  • IDGT 101, an Example
  • Advantages and Disadvantages
  • Income Ax Freeze Nature of the Trust
Partnership Freeze Strategies
  • Description of Technique/Example
  • Advantages and Disadvantages
  • Valuation Issues, Retained Interests
Other Considerations
  • Annual Maintenance
  • Multigenerational Dynastic Advantage
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John O. McManus - McManus & Associates
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This webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners, enrolled agents and lenders.
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