Maximize Low Markets

Brent chats with Deborah Plum about techniques to maximize wealth transfers in a low market, low interest environment. They talk about GRATs, sales to IDGTs, intrafamily loans, and CLATs. They also speculate about market volatility and other things. Deborah is an attorney at Rimon, P.C. Deborah is an experienced trusts and estates associate with a background in corporate tax.  Deborah has extensive knowledge of charitable foundations and not-for-profit organizations.  Prior to joining Rimon, Deborah worked as a tax associate at Simpson Thacher & Bartlett LLP, where she worked on matters involving private equity funds, Real Estate Investment Trusts (REITs), and other investment vehicles, in the context of mergers and acquisitions (M&A) and tax-free reorganizations.   After gaining additional experience in tax controversy while working at Kostelanetz & Fink LLP, Deborah joined the trusts and estates group at Patterson Belknap Webb & Tyler LLP.  In shifting her focus to individual and family business tax planning, Deborah has advised clients on a variety of estate and gift tax questions, charitable endeavors, and succession planning. While not practicing law, Deborah works as the CEO of BaseCamp for Veterans, Inc. (“BCI”).  BCI is a 501(c)3 non-profit organization serving veterans and their families, which Deborah co-founded in 2018. BCI offers the veteran community a variety of reintegration services, with a particular focus on equine therapy with mustangs (wild horses that have had little to no human contact). For more information about BCI please visit www.bcampinc.com. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.