Alex W. Howard Participates in Smart Investing Conference Call
Alex W. Howard, CFA, ASA, was invited by Paul Comstock to speak at their May 2008 Smart Investing Conference Call. In the call, Paul Comstock and guest Alex Howard discuss the advantages of funding Grantor Retained Annuity Trusts (GRATs) and Charitable Lead Trusts (CLTs) with discounted financial asset entities in this low AFR environment. Recent experience in negotiating management fee discounts by agreeing to multi-year lock-ups proves valuable when funding GRATs and CLTs. This call will provide the structure for defensible valuations necessary for successful results.
To download the conference call please
Click Here
Paul Comstock Partners provides independent, innovative, investment advisory services to individuals, families, fiduciaries, and their advisors.
Alex W. Howard, CFA, ASA
Houston, Texas
05/20/08
Download: Discount_Guidelines.pdf
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