Video

  • 41 minutes

Overview of the Graegin Technique

 

How does the Graegin Technique work?

One way to deal with an illiquid estate is by using the Graegin Technique. This technique came out of a tax court case in which money was borrowed to provide liquidity to an estate but the question arose wondering if the interest on the loan would be a deductible administration expense for the estate. The answer was … it depends on a lot of factors. This video reviews how Graegin was interpreted and how it has continued to be interpreted after the case was settled.

Runtime: 40 minutes

Agenda

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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