Home / Heckerling Institute on Estate Planning / Financial Asset Series
The Financial Asset Series begins with a look at the economic forecast and its potential impact on estate planning. The series also includes an in-depth look at planning with GRATs and with life insurance.
Donna G. Barwick |
M. Cary Leahey |
Daniel H. Markstein, III |
Planning is No Picnic When the Forecast is Unclear
A current economic forecast by an expert economist followed by an examination of estate planning techniques, understanding that the forecast can be very right or very wrong.
Special Session I-F Wednesday, January 27th
(2:00 p.m. – 3:30 p.m.)
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Lawrence Brody |
Mary Ann Mancini |
Charles L. Ratner |
Randy L. Zipse
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Life Insurance and the Economic Downturn – Applying Universal Truths to Variable Circumstances, the Whole (Life) Story
As the economy struggles clients increasingly look at insurance as a solution to their investment, business, charitable and estate and personal financial planning needs. This program will explain what types of insurance products are available, how they work, their advantages and disadvantages, and how, working with a client’s insurance professional, to develop a methodology to help a client design and select an appropriate product.
Special Session II-F Wednesday, January 27th
(3:50 p.m. – 5:20 p.m.)
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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.)
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