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Oct 13, 2020

In this episode of the LawWise podcast, Cadwalader special counsel Bill Schaaf and Tiedemann Advisors’ Managing Director Jim Bertles discuss year-end estate planning as it relates to the COVID-19 pandemic, the current state of the economy, and the upcoming U.S. elections. 

Key discussion points include:

Outright gifts and gifts in trust

Utilizing dynasty trusts

Intra-family loans (new loans and refinancing existing loans)

Estate freeze strategies (installment sales to trusts, GRATs and CLATs)

Spousal lifetime access trusts