2017 Tax Reform - Trying to Find Order in the Chaos

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…

Did Grantor Trusts Survive the Challenges of the 2021 Tax Proposals? What Planning Can Be Done? Are GRATs, SLATs and IDGTs still viable planning techniques?

The 2017 Tax Cuts and Jobs Act sunsets at the end of 2025. For the transfer tax exemption, this means a reduction to $5 million indexed for inflation after 2017 instead of the current exemption of $12,920,000. This will affect the income tax, gift tax, estate tax and generation-skipping tax…

This session will address income, gift and estate planning ideas for persons not likely to be subject to the federal transfer tax for lifetime gifting and at death. The best planning ideas to maximize benefits for themselves, spouses, children, grandchildren and charity will be discussed…