SCINs and Private Annuities CD RECORDING

    SCINs and Private Annuities CD RECORDING
    CLE 90 min

    SCINs and Private Annuities CD RECORDING

    SCINs and Private Annuities CD RECORDING
    $150
    NON-MEMBERS
    $135
    MEMBERS
    $125
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    Advanced estate planning often includes leveraged sales in order to maximize the transfer of wealth to the next generation.  Rather than always using a traditional promissory note, it is often beneficial to structure the payments using a SCIN or a Private Annuity.  Both of these options are considered bet-to-die techniques because the payments generally stop upon the transferor’s death. 

     

    In this program, the presenters will illustrate the advantages of using these payment options and why they can substantially increase the wealth transfer in comparison to using a traditional promissory note.  Attendees should leave this presentation with a greater understanding of the various payment options, including an understanding of why each option might be selected for a given fact pattern.

     

     

     

    SPEAKERS

     

    Robert S. Keebler

    Keebler & Associates, LLP, Green Bay, WI

     

    Steven J. Oshins

    Oshins & Associates, LLC, Las Vegas, NV

     

    Bruce A. Tannahill

    MassMutual Financial Group, Phoenix, AZ

     

    Product Details

    Speakers

    Section of Real Property, Trust and Estate Law

    Product Code

    5430811ACD

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