How Do You Convince Clients to Actually Do GRATs (and Other Estate Tax Planning)?
By: Philip J. Kavesh, J.D., LL.M. (Tax), CFP®, ChFC, California State Bar Certified Specialist in
Estate Planning, Tax and Probate Law and Steven J. Oshins, Esq.
You would think these urgencies would be enough to convince high net worth clients to move forward with advanced-level planning (like Dynasty Trusts, GRATs, LLCs, installment sales and completed gift DAPTs) — but it’s still difficult to get people to take action! We, as attorneys, are often guilty of making planning strategies sound too technical and complex for people to absorb them and feel comfortable committing to implement them. Asset protection attorney, Steven J. Oshins, to shares exactly how he explains GRATs to his clients — and gets so many of them to agree to move forward right at his initial meeting!
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