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John Hancock: Gifting In Uncertain Times

April 1, 2020 @ 2:00 pm - 2:30 pm EDT

With so much uncertainty in the world, clients who are able to leverage the largest gift/estate tax exemption in history may be more reluctant than ever to irrevocably give away their assets – even if they know it will benefit their estates/family in the long run.  In this webinar we will explore:

  • the advantages of making gifts today given the current market environment
  • ways to create flexibility with irrevocable trusts to help alleviate client concerns
  • using loans that leverage some of the lowest AFRs in history as an alternative
  • providing a “wait-and-see” strategy that gives clients the power to decide when and if to make a gift

Date & Time: Wednesday, April 1st at 2:00 PM

Hosted by: Caroline McKay, JD LLM, John Hancock Advanced Markets

Register.

Details

Date:
April 1, 2020
Time:
2:00 pm - 2:30 pm EDT
Event Category:

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