Opportunities in a World Gone Mad

Sterling Trustees LLC

Despite facing a global pandemic and an uncertain economy, there are still many planning opportunities for those willing to take the long view. Partner Stephen Liss will join Kevin Batterton of Sterling Trustees for a frank panel discussion on techniques clients can use right now. Topics include:

  • Harvesting capital losses
  • GRATs
  • Gifting business interests
  • The creative use of disclaimers, marital trusts, and incomplete gifts
  • Witnesses, notaries and social distancing