Loan Guarantee Fees for Beneficiary Defective Grantor Trusts

June 2, 2010

Donald W. Barker, Principal, and Robert L. Moore Jr., Managing Director, represented HFBE Inc. on the Business Planning Group conference call for the American Bar Association’s Real Property Probate & Trust Law. Steve Gorin, Thompson Coburn, LLP, St. Louis, MO lead a discussion on Beneficiary Defective Grantor Trusts (BDGT), including their structure, use and benefits. Barker and Moore discussed valuation considerations for loan guarantee fees for BDGTs.