Original Broadcast

Thursday, June 11, 2020

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As your trusted advisors, Withers Bergman and Marcum are committed to sharing the best information available concerning the Coronavirus (COVID-19) crisis to our clients and colleagues during this time. Please join us for a webinar discussing estate planning strategies and investment options to consider in our current state of market uncertainty and its impact on the valuations of securities.

TOPICS INCLUDE

  • Coronavirus (COVID-19) impact on  the planning environment
  • Coronavirus (COVID-19) impact on the valuation of privately-held businesses
  • Planning techniques in a depressed economy
  • Annual exclusion gifts
  • Irrevocable trusts with exemption amount
  • Grantor Retained Annuity Trusts (“GRATs”)
  • Intra-Family loans
  • Note sales to intentionally defective grantor trusts

SPEAKERS:

Louis Piscatelli, Esq. Withers Bergman LLP
Kenneth J. Pia, Jr., Partner & Business Valuation Industry Leader, Marcum LLP