Skip to Content

Audiocast Series: Estate Planning Opportunities for Business Owners

Woman writing at a desk

It’s always a good idea to keep an eye on your estate plan, and recalibrating during periods of uncertainty can help keep you on the path to achieving your goals.

In today’s environment of low interest rates, and potentially lower company valuations, there are three estate planning strategies you want to be sure to consider:

  • Grantor Retained Annuity Trusts (GRATs)
  • Charitable Lead Annuity Trusts (CLATs)
  • Intra-family Loans

Grantor Retained Annuity Trusts (GRATs)

 

Charitable Lead Annuity Trusts (CLATs)

 

Intra-family Loans

 

 

HOST:

Karen Reynolds Sharkey

Headshot of Karen Sharkey

Managing Director
National Business Owner Strategy Executive
Bank of America Private Bank 

HOST:

Mitchell A. Drossman

Headshot of Michell A. Drossman

Managing Director
Head of National Wealth Strategies
Chief Investment Office 

Important Information

Opinions are subject to change and as of the date of this recording.

Information is as of 05/06/20

The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for Global Wealth and Investment Management ("GWIM") clients, is part of the Investment Solutions Group ("ISG") of GWIM, a division of Bank of America Corporation (“BofA Corp.”). 

TOP