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ENGAGE 2020


EST2014 - INGs: Incomplete Gift Non-Grantor Trusts


Jun 9, 2020 8:00am ‐ Jun 9, 2020 9:15am

Description

This session will outline the design considerations in creating an incomplete gift non-grantor trust (ING). Further, we will discuss the ideal client for an ING and the inclusion of the ING in an overall estate plan.

Learning Objectives:
  • Define characteristics of INGs
  • Discuss Jurisdiction and Ideal Clients

Speaker(s):

  • Kristen Simmons, JD, AEP, EPLS, Member, Attorney, Oshins & Associates LLC
Tags: EST
Category: Concurrent Session (Onsite and Online)

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