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  <title>Year-End Estate Planning in 2020</title>
  <description>In this episode of the LawWise&amp;amp;nbsp;podcast, Cadwalader special counsel&amp;amp;nbsp;Bill Schaaf&amp;amp;nbsp;and Tiedemann Advisors’ Managing Director Jim Bertles discuss year-end estate planning as it relates to the COVID-19 pandemic, the current state of the economy, and the upcoming U.S. elections.&amp;amp;nbsp; Key discussion points include: Outright gifts and gifts in trust Utilizing dynasty trusts Intra-family loans (new loans and refinancing existing loans) Estate freeze strategies (installment sales to trusts, GRATs and CLATs) Spousal lifetime access trusts </description>
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