Graegin Transactions

Date: Thursday, February 10, 2011
Time: 11:30 AM - 1:30 PM
Location: lunch meeting
Speaker: Lou Friedman & Jared Rowe


Lou Friedman and Jared Rowe will talk about the power of Graegin transactions in reducing estate taxes, and what can be done to set up the estate to take advantage of this opportunity.
  "The tax benefits of the Graegin transaction were very substantial.  Because all the interest on the loan back...was currently deductible, the trust's estate tax liability was reduced by $166,528,930 (from $212,460,485 to $45,931,555)."


 Klein v Hughes 133 Cal. App. 4th 121


Meeting at Jacob's Fine Dining 2501 McHenry Ave

Social  11:30 am

Lunch Noon



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