Breakout Session 2: Leveraging Volatility in Estate Planning: Opportunities and Obstacles
Timothy Riley explores how to use volatility in estate planning via GRATs, SLATs, IDGTs, and flexible strategies, while addressing challenges like legislative risk and timing, with a focus on customizing plans to balance tax efficiency and personal goals.
2:15 PM - 3:05 PMThu
Octavius 9-10
Speakers
Timothy Riley
Partner
Aguirre Riley
Documents
Leveraging Volatility Tim Riley Materials