Defined Value Mechanisms

Defined Value Mechanisms

  1. What is a Defined Value Mechanism?
  2. When would you want to use one?
  3. Do they work?
  4. What is Wandry?
  5. Spill over to charity, to GRAT, to Incomplete Gift Trust General Power of Appointment Marital Trust (and why a QTIP is not the best option).
  6. Reg. Sec. 25.2511-2 (b) (4th sentence) power can create an incomplete gift.
  7. Does a King Price Adjustment Clause pose a risk?

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