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EST2207 - Grantor Trust Planning

‐ Jun 7, 2022 8:15am

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?

Learning Objectives:

  • Determine the Status of Grantor Trusts and Their Viability in 2022
  • Apply the Key Elements of the Grantor Trust Rules
  • Analyze the optimal grantor trust planning techniques


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