Mark R. Parthemer

Enhance GRATs, Grantor Trust Sales, and Family Loans with Financial Engineering
Upgrade wealth transfer techniques by integrating investment planning, and understand (1) why GRAT investments dictate the optimal number and term, (2) why it isn’t about growth in GRATs, but capturing volatility, (3) when 9-year notes undermine a grantor trust sale, and (4) how to structure a bond portfolio family loan.

Special Sessions III-E Thursday, January 28th
(2:00 p.m. – 3:30 p.m.)