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Video

  • 11 minutes

When to Employ the Graegin Technique

 

We need a deduction in the estate … let’s get a loan. Not so fast.

Certain conditions must exist to use the Graegin Technique. The executor/trustee must be able to demonstrate an actual necessity for the loan to pay estate expenses; and they must be able to show that the estate/trust did not have sufficient liquidity to pay its obligations except by borrowing funds. This video reviews disqualifying facts and discusses alternatives to the Graegin Technique.

Runtime: 10 minutes
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Agenda

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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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