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Derivative Products in the Estate Planner's Toolbox

‐ Jul 28, 2010 11:00am

Credits: None available.

This session will focus on financial products and derivatives tax issues for high net worth investors, their advisors, and their estate planning professionals. The session will include:
- An introduction to popular products, including a discussion of collars and variable prepaid forwards to lock in gains on appreciated stock positions and tax issues if the stock declines in value.
- A discussion of the tax issues faced by investors in the recession and these difficult financial times if their trading counterparties become insolvent or go into bankruptcy.
- A discussion of the use of derivatives for gifts and the consequences of holding derivative products at death.



Credits: None available.

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