On-Demand Webinar: Estate Planning During a Pandemic

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Join Hopkins & Carley Attorneys Richard Schachtili, Martin Behn, Vern Adkins and Shinny Liu as they discuss Estate Planning During a Pandemic and Active Planning Opportunities. The panel will discuss:

Part 1:  Estate Planning During A Pandemic
COVID-19 has many of our clients thinking about their estate plans.  Questions you should ask yourself include:

  • Is your healthcare directive up-to-date?
  • Is there someone who can sign on your behalf to continue running your business if you are incapacitated?;
  • Do you have outstanding estate planning documents that need to be signed, witnessed and/or notarized?
  • Have you reviewed your estate plan documents lately or are there changes you have been putting off?

Part 2: Active Planning Opportunities
With depressed asset values, historically low interest rates, historically low “hurdle” rates, and historically high gift and estate tax exemptions, there are a number of once-in-a-lifetime opportunities to transfer wealth to your beneficiaries. We are currently assisting clients with:  

  • New Grantor Retained Annuity Trusts (GRATs) - whether for single assets, or for a portfolio of assets;
  • Swapping assets and establishing new GRATs from old ones;
  • Charitable Lead Annuity Trusts (CLATs);
  • New intra-family loans;
  • Refinancing intra-family loans;
  • New Family Limited Partnerships (FLPs);
  • And new sales to defective grantor trusts (IDGTs).

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