Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, October 31, 2014

CLE on SCINS and Private Annuities

CLEThe ABA Section of Real Property, Trust and Estate Law is presenting an eCLE entitled, SCINS and Private Annuities: Using Bet-to-Die Estate Planning Techniques, Thursday, November 20, 2014, 1:00 – 2:30 p.m. ET.  Here is why you should attend:

Advanced estate planning often includes leveraged sales in order to maximize the transfer of wealth to the next generation. Rather than always using a traditional promissory note, it is often beneficial to structure the payments using a SCIN or a Private Annuity. Both of these options are considered bet-to-die techniques because the payments generally stop upon the transferor's death.

In this program, the presenters will illustrate the advantages of using these payment options and why they can substantially increase the wealth transfer in comparison to using a traditional promissory note. Attendees should leave this presentation with a greater understanding of the various payment options, including an understanding of why each option might be selected for a given fact pattern.


Conferences & CLE, Estate Planning - Generally, Non-Probate Assets | Permalink

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