April 1, 2020 @ 2:00 pm – 3:00 pm



With so much uncertainty in the world, clients who are able to leverage the largest gift/estate tax exemption in history may be more reluctant than ever to irrevocably give away their assets — even if they know it will benefit their estates/family in the long run. Join presenter Caroline McKay on April 1, 2020 at 2 p.m. ET for a webcast. She will explore:

  • The advantages of making gifts today given the current market environment
  • Ways to create flexibility with irrevocable trusts to help alleviate client concerns using loans that leverage some of the lowest AFRs in history as an alternative
  • Providing a “wait-and-see” strategy that gives clients the power to decide when and if to make a gift