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Year-End Estate Planning in 2020

LawWise

Release Date: 10/13/2020

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Year-End Estate Planning in 2020 show art Year-End Estate Planning in 2020

LawWise

In this episode of the LawWise podcast, Cadwalader special counsel Bill Schaaf and Tiedemann Advisors’ Managing Director Jim Bertles discuss year-end estate planning as it relates to the COVID-19 pandemic, the current state of the economy, and the upcoming U.S. elections.  Key discussion points include: Outright gifts and gifts in trust Utilizing dynasty trusts Intra-family loans (new loans and refinancing existing loans) Estate freeze strategies (installment sales to trusts, GRATs and CLATs) Spousal lifetime access trusts

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Welcome to Cadwalader's LawWise Podcast where our attorneys host industry leaders to discuss the latest legal trends shaping today's global marketplace. Subscribe for insights on a wide range of topics including financial regulation, litigation, consumer protection, securitization and more. For more information, please visit cadwalader.com.

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More Episodes

In this episode of the LawWise podcast, Cadwalader special counsel Bill Schaaf and Tiedemann Advisors’ Managing Director Jim Bertles discuss year-end estate planning as it relates to the COVID-19 pandemic, the current state of the economy, and the upcoming U.S. elections. 

Key discussion points include:

Outright gifts and gifts in trust

Utilizing dynasty trusts

Intra-family loans (new loans and refinancing existing loans)

Estate freeze strategies (installment sales to trusts, GRATs and CLATs)

Spousal lifetime access trusts