EPISODE · Jan 26, 2022 · 19 MIN
Planning in a Volatile Market
from Wealth and Law
This week on the podcast Brent discusses how volatile markets, combined with low interest rates, can be a terrific time for wealth planning. He explains how asset valuations and interest rates work relative to each other for maximum wealth transfers in GRATs, sales to irrevocable grantor trusts, CLATs, and preferred partnerships.
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Planning in a Volatile Market
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