Webinar Recording

Opportunities to Transfer Wealth in a Down Market

May 13, 2020

The economy has taken a significant hit from the Covid-19 pandemic, but even the darkest clouds can still have a silver lining. Depressed values of assets and remarkably low interest rates create an opportunity for individuals to move wealth to the next generation in a tax efficient manner.

Mike Kirkman and John Ure will highlight the strategies for gifts, trusts, exemptions, and installment sales to transfer wealth to children and grandchildren while still retaining income streams and some measures of control to the donor. They will provide examples of why this spring is the opportune time to moved forward and execute these strategies:

  • Gifting assets with diminished values
  • Transferring wealth in a low interest rate environment
  • Selling assets with self-cancelling installment notes
  • Swapping grantor trust assets

Related Resources