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Thursday, August 9, 2012

Autumn Ronda Speaks to the California Society of CPAs, Estate Planning Committee


Tax and Estate Planning attorney Autumn Ronda, spoke to the California Society of CPAs, Estate Planning Committee at an August 8, 2012 panel titled "Wealth Transfer Strategies in Low-Interest Rate Environment." 

The program detailed those advanced estate planning strategies that are specifically helped by the recent historically low interest rates, including Grantor Retained Annuity Trusts, Charitable Lead Annuity Trusts, Sales to Intentionally Defective Grantor Trusts and Intra Family Loans.

Contact Autumn Ronda

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