MH Events

Planning techniques to consider now

Adam Grais, Mike Witzke, and Katherine Wensink from McDonald Hopkins' Tax and Benefits Department discuss "Planning techiniques to consider now" as a follow up to their webinar on business succession planning in 2020. 


Topics considered in "Planning Opportunities to Consider Now" include spousal lifetime access trusts, intentionally defective grantor trusts, beneficiary defective inheritor's trusts, intra-family loans, grantor retained annuity trusts and charitable lead trusts.