Estate and Gift Tax Planning During the Pandemic (2020)

Learn why now is the ideal time to make tax-free gifts by taking advantage of depreciated asset values that are likely to rebound and to successfully create Grantor Retained Annuity Trusts (GRATs) and enter into intra-family loans with record-low interest rates. Tips for success including cutting-edge strategies clients can use to make completed gifts with retaining the possibility of getting assets back in the future based on changing liquidity needs. Learn how clients can sign these estate planning documents along with traditional wills and trusts in the comfort of their own homes taking advantage of Governor Cuomo’s Executive Orders that permit virtual witnessing and notarization.

Speakers

Sean R. Weissbart, Esq. – Blank & Rome, LLP

Richard J. Miller, Esq. – Blank & Rome, LLP