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\nBrent chats with Deborah Plum about techniques to maximize wealth transfers in a low market, low interest environment. They talk about GRATs, sales to IDGTs, intrafamily loans, and CLATs. They also speculate about market volatility and other things.
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\nDeborah is an attorney at Rimon, P.C. Deborah is an experienced trusts and estates associate with a background in corporate tax.\xa0 Deborah has extensive knowledge of charitable foundations and not-for-profit organizations.\xa0 Prior to joining Rimon, Deborah worked as a tax associate at Simpson Thacher & Bartlett LLP, where she worked on matters involving private equity funds, Real Estate Investment Trusts (REITs), and other investment vehicles, in the context of mergers and acquisitions (M&A) and tax-free reorganizations. \xa0\xa0After gaining additional experience in tax controversy while working at Kostelanetz & Fink LLP, Deborah joined the trusts and estates group at Patterson Belknap Webb & Tyler LLP.\xa0 In shifting her focus to individual and family business tax planning, Deborah has advised clients on a variety of estate and gift tax questions, charitable endeavors, and succession planning.
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\nWhile not practicing law, Deborah works as the CEO of BaseCamp for Veterans, Inc. (\u201cBCI\u201d).\xa0 BCI is a 501(c)3 non-profit organization serving veterans and their families, which Deborah co-founded in 2018. BCI offers the veteran community a variety of reintegration services, with a particular focus on equine therapy with mustangs (wild horses that have had little to no human contact). For more information about BCI please visit\xa0www.bcampinc.com.
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