Description

This session will address the importance of grantor trusts in the tax and estate planning process. It will cover the most important rules to be followed, and will then describe the variety of planning tools that are available when grantor trusts are utilized. The session will explore alternatives to grantor trusts if political uncertainty raises questions about their continued viability.

Learning Objectives:

• Make certain the key grantor trust rules and complications are understood
• Demonstrate the varied planning opportunities grantor trusts present, and explore alternative planning if the political landscape changes after 2020.

Speaker(s):

• Steven Siegel, President, The Siegel Group

Category: Concurrent Session (Onsite and Online)