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EST1923 - Grantor Trust Rules and Planning

Jun 12, 2019 12:55pm ‐ Jun 12, 2019 1:45pm

Standard: $49.00


This session will address the grantor trust, and discuss the special rules that govern the grantor trust along with the tax and estate planning opportunities made possible using the grantor trust as a tax planning vehicle. Among the planning techniques discussed will be Living Trusts, Life Insurance Trusts, GRATs, QPRTs, Intentionally Defective Grantor Trusts and more.

Learning Objectives:

  1. Gain an understanding of the grantor trust rules and how they determine how a person's income will be taxed and how their estate tax issues must be considered.
  2. Address a wide variety of tax planning techniques unique to the grantor trust - learn how these techniques work and when best to use them.


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