How does the Graegin Technique work?
One way to deal with an illiquid estate is by using the Graegin Technique. This technique came out of a tax court case in which money was borrowed to provide liquidity to an estate but the question arose wondering if the interest on the loan would be a deductible administration expense for the estate. The answer was … it depends on a lot of factors. This video reviews how Graegin was interpreted and how it has continued to be interpreted after the case was settled.
Agenda
Faculty
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Alan L. Stroud, J.D., CPA
Beck & Associates, PLLC
- Partner in the office of Beck & Associates, PLLC
- Practice emphasizes all aspects of estate planning and probate, asset protection planning and business planning
- Conducts regular seminars and workshops on numerous topics relating to estate planning and probate
- Membership/Certification information: State Bar of Texas; Board Certified Estate Planning and Probate by the Texas Board of Legal Specialization; Certified Public Accountant (Texas)
- LL.M. degree, New York University School of Law; J.D. degree, University of Tulsa College of Law; B.A. degree, University of Texas at Arlington; B.B.A. degree in accounting, University of Texas at Arlington
- Can be contacted at [email protected] or 281-440-4777
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