The Power of Adding Leverage to Estate Planning episode artwork

EPISODE · Feb 14, 2025 · 20 MIN

The Power of Adding Leverage to Estate Planning

from Wealth and Law

Brent chats about how adding leverage (or debt) to estate planning vehicles can increase the wealth transfer potential. He talks specifically about adding debt in irrevocable grantor trusts, GRATs, and family limited partnerships. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates. 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/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Episode metadata supplied by the publisher feed · Published Feb 14, 2025

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The Power of Adding Leverage to Estate Planning

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