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Estate Plan Fundamentals for Illiquid Assets - Webinar

  • ID: 4745897
  • Webinar
  • Lorman Business Center, Inc.
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Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets-business involved.

Many advisors fail to plan for a clients illiquid estate and the clients estate is left with no cash to pay estate expenses andor estate taxes upon the clients death. Additionally, many probate lawyers fail to understand how to properly utilize life insurance proceeds to benefit an illiquid estate. This program will help the persons responsible for assisting clients with providing liquidity for their estate. The information will also explain the technique, called the Graegin Technique, which is a technique for using life insurance to benefit a client with an illiquid estate. Failing to utilize insurance properly can result in bad advice to your client as well as disallowance of certain deductions for the estate.

Learning Objectives
  • You will be able to define a specific technique to utilize life insurance to deal with certain illiquid estates.
  • You will be able to discuss the pros and cons of the Graegin Technique.
  • You will be able to explain to clients the need for life insurance if the client has an illiquid estate.
  • You will be able to identify illiquid estates which can utilize the Graegin Technique.
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The Problem of Illiquid Estates
  • What Is an Illiquid Estate
  • What Are the Problems With an Illiquid Estate
  • Pre-Death Planning to Avoid Illiquid Estate
Overview of the Graegin Technique
  • What Is the Graegin Technique?
  • How Does It Work?
When to Employ the Graegin Technique

Pros and Cons of the Technique
  • Pros
  • Cons
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Alan L. Stroud, J.D., CPA - Beck & Associates, PLLC
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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 and enrolled agents.
Note: Product cover images may vary from those shown