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Grantor Trusts: The Good, the Bad, the Ugly and the Unknown


‐ Jul 24, 2012 12:30pm


Credits: None available.

This session will cover the fundamentals and some fine points of grantor trusts
in financial and tax planning. It will discuss the fundamental rules that cause a
trust to be a grantor trust, including the most efficient ones. It will explore, in
detail, how grantor trusts can be used in planning. The Obama Administration
proposals that would provide new gift and estate tax rules relating to grantor
trusts will also be presented.

Credits

  • 0.00 - Tax