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Estate Plan Fundamentals for Illiquid Assets

 

Planning for illiquid assets presents unique and difficult problems for clients, estates and the assets/business involved.

Many advisors fail to plan for a client's illiquid estate and the client's estate is left with no cash to pay estate expenses and/or estate taxes upon the client's death. Additionally, many probate lawyers fail to understand how to properly utilize life insurance proceeds to benefit an illiquid estate. This program will help the persons responsible for assisting clients with providing liquidity for their estate. The information will also explain the technique, called the Graegin Technique, which is a technique for using life insurance to benefit a client with an illiquid estate. Failing to utilize insurance properly can result in bad advice to your client as well as disallowance of certain deductions for the estate.

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Estate Plan Fundamentals for Illiquid Assets

Agenda

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Estate Plan Fundamentals for Illiquid Assets

Faculty

Alan L. Stroud, J.D., CPA

Alan L. Stroud, J.D., CPA

Beck & Associates, PLLC

  • Partner in the office of Beck & Associates, PLLC
  • Practice emphasizes all aspects of estate planning and probate, asset protection planning and business planning
  • Conducts regular seminars and workshops on numerous topics relating to estate planning and probate
  • Membership/Certification information: State Bar of Texas; Board Certified Estate Planning and Probate by the Texas Board of Legal Specialization; Certified Public Accountant (Texas)
  • LL.M. degree, New York University School of Law; J.D. degree, University of Tulsa College of Law; B.A. degree, University of Texas at Arlington; B.B.A. degree in accounting, University of Texas at Arlington
  • Can be contacted at [email protected] or 281-440-4777
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Estate Plan Fundamentals for Illiquid Assets

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