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Brent chats about how adding leverage (or debt) to estate planning vehicles can increase the wealth transfer potential. He talks specifically about adding debt in irrevocable grantor trusts, GRATs, and family limited partnerships.
This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.
If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.
Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/
By Wealth and Law5
2626 ratings
Brent chats about how adding leverage (or debt) to estate planning vehicles can increase the wealth transfer potential. He talks specifically about adding debt in irrevocable grantor trusts, GRATs, and family limited partnerships.
This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.
If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.
Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

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