A recently published white paper from Husch Blackwell’s private-wealth team offers estate-planning guidance amid the COVID-19 pandemic.
The document discusses what the team sees as favorable conditions for generational-wealth planning during the pandemic, including depressed asset valuations and low interest rates.
The lawyers also provided various estate-planning methods tailored to current financial and economic conditions. Some of these deal with intentionally defective irrevocable trusts, intra-family loans, grantor-retained annuity trusts and charitable lead-annuity trusts.
The white paper can be found for free on Husch Blackwell’s website.