Strategies for UHNW Families in a Dynamic Environment: Interest Rates, GRATs, SLATs, and More

In this episode, Brent talks to Darren Case, a partner at Tiffany & Bosco and a Fellow of the American College of Trust and Estate Counsel (ACTEC). They discuss the challenges and opportunities for ultra-high-net-worth (UHNW) families in today’s complex and uncertain environment. Together, they explore intricate financial aspects like the trends around interest rates, the mechanics of Grantor Retained Annuity Trusts (GRATs), Spousal Lifetime Access Trusts (SLATs), and the intricacies of irrevocable trust planning. Their discussion illuminates the complexities of these strategies, providing listeners with a better understanding and actionable advice. Darren Case is a partner at Tiffany & Bosco, P.A., practicing in the areas of tax, estate planning, and business law. With his in-depth knowledge and expertise, Darren is a resource for both domestic and international clients, helping them navigate through the complexities of tax and estate planning. He is also an ACTEC Fellow and the co-author of the Arizona Estate Planning and Probate Handbook, underlining his substantial contributions to the field. To learn more about Darren Case or to get in touch, visit his profile on the Tiffany & Bosco, P.A. website: Darren T. Case | Tiffany & Bosco You can learn more about Brent here: https://www.rimonlaw.com/team/brent-nelson/ 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/.