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Lunch and Learn: GRATs: Predicting the Unpredictable
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 Export to Your Calendar 9/29/2020
When: 09/29/2020
12:00 PM
Where: Virtual
United States
Contact: Caitlin Borger
855-293-0784


Online registration is available until: 9/29/2020
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Overview:

This presentation will cover two main topics, each dealing with GRATs. First, we’ll cover some basic mathematics (no prior knowledge required!) to show that in order for GRATs to be successful, they must achieve significant positive returns in the first year; otherwise, their chances of success are staggeringly improbable. The results of this analysis will help us predict a GRATs success or failure within its first year, showcasing the importance of monitoring a GRAT’s performance more closely at the one year anniversary. The second topic reconsiders whether shorter-term GRATs are still superior to long-term GRATs, even when the section 7520 rate is at a historic low, the future of short-term GRATs is unpredictable, and after the recent Badgley decision out of the 9th Circuit made mortality risks worse for all GRATs.

 

Log in information will be sent to registered attendees prior to the event.

 

Speaker: 

Brad Dillon, Executive Director, Senior Wealth Strategist, UBS

 

Introduction
Brad works with ultra-high net worth families, helping them achieve their
tax, estate planning, and philanthropic objectives. Brad focuses on
developing and implementing creative and comprehensive wealth transfer
strategies that align with clients' wishes. He reviews clients' tax and estate
planning documents to ensure that each plan accurately and holistically
reflects the family's philosophy and needs while maximizing tax efficiency.

 

Professional History
Prior to joining UBS in January 2020, Brad worked at Brown Brothers
Harriman, where he advised families on their tax and estate planning
objectives. Brad began his career in private legal practice, most recently at
Milbank in New York City, where he practiced in the firm's trusts and
estates department. Brad is an adjunct professor at Fordham Law School,
where he teaches courses on trusts and estates.

Education
Brad earned a B.A. in mathematics and philosophy from Indiana University
(summa cum laude), a J.D. from UCLA School of Law, where he was an
editor of the UCLA Law Review, and an LL.M. (Master of Laws) in Taxation
from NYU School of Law.

Publications, Speeches, and Media
Brad is a frequent lecturer and author. He has published several articles on
tax and estate planning in industry-leading journals, such as Journal of
Taxation, Estate Planning, and Trusts & Estates Magazine. He has given
dozens of lectures to lawyer and non-lawyer audiences throughout the
United States, including for the American Bar Association, the New York
Bar Association, and various tax conferences. In addition, Brad is regularly
quoted on tax and estate planning issues in the news media, including
Bloomberg, CNBC, and Barron's.

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