Wealth Transfer Strategies for a Rising Interest Rate Environment
Olympic Collection Banquet Hall and Conference Center
11301 W Olympic Blvd
Los Angeles, CA
Blank Rome Partner William Finestone will speak at the California Society of CPAs (“CalCPA”) LA Estate Planning CTE program, “Wealth Transfer Strategies for a Rising Interest Rate Environment,” taking place Wednesday, June 13, 2018, from 11:30 a.m. to 2:00 p.m., in Los Angeles, CA.
Bill and co-presenter Bryan D. Kirk (Managing Director and Trust Counsel at Fiduciary Trust) will review the new tax law’s changes to the estate tax exemption and its impact on wealth transfer planning. They will also cover wealth transfer strategies for a rising interest rate environment, including Grantor Retained Annuity Trusts (“GRATs”), Charitable Lead Trusts (“CLTs”), and Interfamily Loans.
CPE credits may be available.
For more information or to register, please visit the event webpage.