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Estate Planning and Wealth Transfer During a Bear Market

Stock market has entered bear market territory with market declines of 20% or more due to inflation, interest rate increases, coronavirus, Ukraine war. This changes estate planning dynamics, creates opportunities for rich individuals to use wealth transfer strategies.

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Detailed text transcripts for TV channel - MSNBC - 20110805:08:48:00

Friends got out their fancy checkbooks and started inking zeros, even though they didn t make their 50 million goal. one of the big donations he got was from w. spannl llc. now, that is a little mysterious. its headquarters are listed as being on madison avenue in new york city. but this group, this spann company, was only created when it was registered with the state of delaware, land of mysterious corporations, back in march. the incorporation papers were filed by this young boston lawyer. we don t know who her client was or what this new corporation planned to do as a business. we do know that this particular lawyer specializes in something called wealth transfer strategies. and the very next month, after she filed the incorporation papers for w. spann llc, they did in fact transfer a whole bunch of wealth. in april, w. spann transferred $1 million. not to mr. romney s campaign directly, but to a pac being run for his benefit. there s a giant contribute

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Goal
Friends
W-spannl-llc
Inking-zeros
Checkbooks
50-million
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New-york-city

Detailed text transcripts for TV channel - MSNBC - 20110805:04:48:00

Anybody thinking of wondering into mitt romney s race. we know now from campaign records that some of his rich friends got out their fancy checkbooks and started inking zeros, even though they didn t make their 50 million goal. one of the big donations he got was from w. spann llc. now, that is a little mysterious. its headquarters are listed as being on madison avenue in new york city. but this group, this spann company, was only created when it was registered with the state of delaware, land of mysterious corporations, back in march. the incorporation papers were filed by this young boston lawyer. we don t know who her client was or what this new corporation planned to do as a business. we do know that this particular lawyer specializes in something called wealth transfer strategies. and the very next month, after she filed the incorporation papers for w. spann llc, they did in fact transfer a whole bunch of wealth. in april, w. spann transferred

Mitt-romney
Anybody
Thinking
Goal
Campaign-records
Friends
Race
Inking-zeros
Checkbooks
50-million
One
Donations

Detailed text transcripts for TV channel - MSNBC - 20110805:01:48:00

Anybody thinking of wondering into mitt romney s race. we know now from campaign records that some of his rich friends got out their fancy checkbooks and started inking zeros, even though they didn t make their 50 million goal. one of the big donations he got was from w. spannl llc. now, that is a little mysterious. its headquarters are listed as being on madison avenue in new york city. but this group, this spann company, was only created when it was registered with the state of delaware, land of mysterious corporations, back in march. the incorporation papers were filed by this young boston lawyer. we don t know who her client was or what this new corporation planned to do as a business. we do know that this particular lawyer specializes in something called wealth transfer strategies. and the very next month, after she filed the incorporation papers for w. spann llc, they did in fact transfer a whole

Mitt-romney
One
Anybody
Thinking
Donations
Goal
Campaign-records
Friends
Race
Inking-zeros
Checkbooks
50-million

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