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Thought Leadership

Advanced Estate Planning Solutions: Responding to COVID-19

 

Published:

April 29, 2020

Related Service:

Private Wealth
 
White Papers

How to leverage powerful estate planning tools during a time of crisis. 

In the "Advanced Estate Planning Solutions: Responding to COVID-19" white paper, Husch Blackwell's Private Wealth team breaks down the three main factors that contribute to the current favorable conditions for generational wealth planning: 

  • Transfer tax exemptions
  • Depressed asset valuations
  • Low interest rates

In addition, the white paper contains a toolbox of estate planning solutions that are geared toward the current financial and economic conditions presented by the COVID-19 pandemic, including the use of Intentionally Defective Irrevocable Trusts (IDITs), intra-family loans, Grantor Retained Annuity Trusts (GRATs), and Charitable Lead Annuity Trusts (CLATs).

    

   

  

Professionals:

Jacque Albus

Partner

William W. Horton

Associate

Jared L. Dodd

Associate
 

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