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Audiocast Series: Estate Planning Opportunities for Business Owners

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It’s always a good idea to keep an eye on your estate plan, and recalibrating during periods of uncertainty can help keep you on the path to achieving your goals.

In today’s environment of low interest rates, and potentially lower company valuations, there are three estate planning strategies you want to be sure to consider:

  • Grantor Retained Annuity Trusts (GRATs)
  • Charitable Lead Annuity Trusts (CLATs)
  • Intra-family Loans

Grantor Retained Annuity Trusts (GRATs)

Listen to the audio cast

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Charitable Lead Annuity Trusts (CLATs)

Listen to the audio cast

Read Transcript

 

Intra-family Loans

Listen to the audio cast

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HOST:

Karen Reynolds Sharkey

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Managing Director
National Business Owner Strategy Executive
Bank of America Private Bank 

HOST:

Mitchell A. Drossman

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Managing Director
Head of National Wealth Strategies
Chief Investment Office 

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