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Course/Product Description
Title:

Estate Freeze Due Diligence

SKU:WC-1026430
Date / Time: Recorded
Format: Webinar
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Description:

An estate freeze is a power strategy for wealth management - but you don't have to be an insider to identify whether it's right for you or your clients. Practitioners must be diligent in utilizing this estate planning tool, however, because even the most basic estate freeze can create a minefield of potentially negative estate, income tax, and family problems.

This material will outline practical applications of estate freeze techniques and their benefits, which should be weighed in light of one's expectations and business, financial, and personal goals. This content will also provide an understanding of the common implementation challenges and pitfalls that can accompany an estate freeze strategy and, just as important, ways in which those dangers can be avoided and addressed.

Agenda

Overview of an Estate Freeze

  • Definition
  • Goals of an Estate Freeze
  • Types of Estate Freezes
Grantor Retained Annuity Trust (GRAT)
  • GRATs 101 and Example
  • Advantages and Disadvantages
  • Rolling GRATs, Staggered GRATs, Diversified GRATs
Installment Sale to a Defective Grantor Trust (IDGT)
  • IDGT 101, an Example
  • Advantages and Disadvantages
  • Income Ax Freeze Nature of the Trust
Partnership Freeze Strategies
  • Description of Technique/Example
  • Advantages and Disadvantages
  • Valuation Issues, Retained Interests
Other Considerations
  • Annual Maintenance
  • Multigenerational Dynastic Advantage
About The Speaker:

John O. McManus, McManus & Associates
  • John O. McManus' law firm celebrates its silver anniversary and was named, for the second time in four years, Boutique Firm of the Year Finalist by the Society of Trust and Estate Practitioners (STEP) – the most prominent global estate planning organization of 20,000 members
  • Received the highest rating with Martindale-Hubbell Law Directory as a practicing attorney for nearly 20 years and is named to The National Bar Register of Preeminent Lawyers for legal capability and ethical standards
  • Mr. McManus is regularly quoted as an expert in well-known publications such as the Wall Street Journal, New York Times, Forbes, Bloomberg and Trusts & Estates magazine
  • He was named one of “New York’s Leading Lawyers” by New York magazine in 2017 and New Jersey's Top Lawyers by The Star-Ledger and the New Jersey Law Journal
  • Mr. McManus is Vice Chairman of the Board of the Somerset County YMCA, one of the most prominent YMCA's in New Jersey. He is Chairperson of the Finance Council for St. James Church, among the largest parishes in the diocese. He is past Chairperson to the Estate Planning Council of Northern New Jersey, and Past Board Member for 10 years of the Harlem Dowling - West Side Center for Children and Family Services
  • Mr. McManus received his Juris Doctor from Fordham University School of Law and was associated with two of the most recognized law firms in the country, Dewey Ballantine and Jones Day


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

Licenses / Designations / Educational Credits:CFP
All US States: 1.5

CPE
All US States: 1.8
About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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