Andy Katzenstein, a partner in the Private Client Services Department at Proskauer Rose LLP, joined Wilmington Trust’s Alvina Lo and Brian Oard at the 2018 Hawaii Tax Institute Conference to explain the process of entering into a basis swap and the opportunities this exchange can create for estate and income tax benefits.

Please see important disclosures at the end of the video.

For more insights on the latest tax and wealth transfer developments, watch more video highlights from our conversations at the Hawaii Tax Institute Conference.