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
