Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.
Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no cash to pay estate expenses and/or estate taxes upon the client's death. Additionally, many probate lawyers fail to understand how to properly utilize life insurance proceeds to benefit an illiquid estate. This program will help the persons responsible for assisting clients with providing liquidity for their estate. The information will also explain the technique, called the Graegin Technique, which is a technique for using life insurance to benefit a client with an illiquid estate. Failing to utilize insurance properly can result in bad advice to your client as well as disallowance of certain deductions for the estate.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
The Problem of Illiquid Estates
- What Is an Illiquid Estate
- What Are the Problems With an Illiquid Estate
- Pre-Death Planning to Avoid Illiquid Estate
Overview of the Graegin Technique
- What Is the Graegin Technique?
- How Does It Work?
When to Employ the Graegin Technique
Pros and Cons of the Technique
- Pros
- Cons
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on February 8, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
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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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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