07-15-2010
Estate Tax Uncertainty
Uncertainty as to the future of the estate tax remains a hot topic; therefore we are highlighting a presentation designed to address immediate planning needs in an environment where the future is difficult to predict. It does appear likely that whatever happens to the estate tax, short-term grantor retained annuity trusts (GRATs) may not be available very much longer, as explained in this month’s legislative update. Finally, don’t miss Steve Leimberg’s explanation of buy sell structures, and how to help make sure your client chooses the best for his or her circumstances.
Please see the attached resource for additional information.
BUA Sales
Phone: 800-792-6795