ENG2343. How Interest Rates Impact Estate Planning for the High-Net-Worth (PFP, EST)

For a decade, estate planning advisors operated in an interest rate environment where the applicable federal rate (and Section 7520 rate) were historically low and essentially stable. Over the last year, that environment has changed, with interest rates increasing and showing signs of volatility month-to-month that can have real world impact on how clients achieve their objectives. With input from an estate planning lawyer and a financial planning advisor, this session will tackle the world of planning in a changing interest rate environment with a focus on the analysis of advanced estate planning techniques that thrive – or falter – as interest rates change.

Learning Objectives:

• Evaluate the role interest rates play in the success or failure of advanced estate planning techniques.
• Assess the trusts, transfers, and planning opportunities most suited for changing interest rate environment.