A Potpourri of Planning Ideas: Advanced Wealth Transfer Strategies

Boston Bar Association

  • Date & Time
    -
  • Location

    Virtual

  • Event Type
    Webinar
  • Register here
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AFS Partner Todd Angkatavanich and Senior Associate Maggie Lopez will speak at a Boston Bar Association webinar on May 14.

Todd and Maggie will join panelists Daniel Gespass (Andersen Tax) and Todd Povlich (Management Planning, Inc.) for a discussion on advanced wealth transfer planning techniques, including sales to grantor trusts, “vertical” and “non-vertical” carried interest planning, Grantor Retained Annuity Trusts (GRATs), and preferred partnership structures.

The program will examine key considerations in the design and implementation of these strategies, including the impact of Chapter 14 valuation rules. Their panel will also explore how these techniques can be combined or layered, such as funding GRATs with preferred partnership interests or selling carried interests to grantor trusts, to enhance transfer tax efficiency.

Find more information here.

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