Brent chats about how adding leverage (or debt) to estate planning vehicles can increase the wealth transfer potential. He talks specifically about adding debt in irrevocable grantor trusts, GRATs, and family limited partnerships.
Get AI-powered summaries and transcripts for any meeting, phone call, or podcast.
Available on iOS, Android, Mac, and Windows
Want AI summaries for your own recordings? Try Wave AI free →
No transcript available.
