Lemonade from Lemons: The Wealth Transfer Opportunity Today
From the 2009 CFA Institute Wealth Management conference
In this webcast, Thomas J. Pauloski discusses the following:
- Why recent market conditions may, or may not, affect the relative attractiveness of various transfer strategies
- Why using rolling short-term grantor retained annuity trusts (GRATs) may be an effective means of transferring wealth regardless of the IRC section 7520 rate or the market’s performance
- Why families may wish to take advantage of recent changes in the value of a GRAT’s assets through an immunization strategy
This webcast comprises a 49-minute presentation and a 11minute question-and-answer session.
Please e-mail us your webcast comments and suggestions.
Speaker
Thomas J. Pauloski is a director in the wealth management group of Bernstein Global Wealth Management. Previously, he was a partner at Winston & Strawn, a member of Levin & Schreder, and a vice president in the private client group of Zurich Life. Mr. Pauloski serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools and has taught estate planning classes at Northwestern University Law School. He has also written numerous articles on estate planning topics and served on the editorial board of Trusts & Estates magazine. Mr. Pauloski holds a BS degree in environmental engineering from Northwestern University and a JD degree from Loyola University Chicago School of Law.
This information is accurate as of the date of recording.
Play
Topic
- Private Wealth Management
Details
| Length: |
1hr |
| Posted: |
4/17/2009 |
| Recorded On: |
3/25/2009 |
| CE Credits: |
1 CE |
| Formats: |
|
Price (USD)
| Members: |
FREE |
| CFA Program Candidates: |
$25.00 |
| Standard Rate: |
$35.00 |