Intentionally Defective Grantor Trusts Drafting Class
Through all the recent tax rules changes, intentionally defective grantor trusts (IDGTs) remain crucial in high-end estate planning and wealth preservation. This unique trust structure offers clients significant tax savings in a wide range of circumstances. How confident are you in your ability to take full advantage of their powerful features? In this legal class, we will move beyond the theoretical and focus on the practical, hands-on aspects of drafting, funding, and administering these trusts to meet client objectives. Hone your complex trust skills - register today!
- Explore the statutory provisions that enable the creation of IDGTs.
- Draft key provisions that intentionally trigger grantor trust status without causing estate inclusion.
- Find the best ways to structure the transfer to IDGT.
- Tailor the use of IDGTs to specific client scenarios, like illiquidity and highly appreciated assets.
- Zero in on common mistakes that can jeopardize the tax benefits of IDGTs.
- Address common disputes and administration challenges.
Original: $99.00
-65%$99.00
$34.65Intentionally Defective Grantor Trusts Drafting Class
Through all the recent tax rules changes, intentionally defective grantor trusts (IDGTs) remain crucial in high-end estate planning and wealth preservation. This unique trust structure offers clients significant tax savings in a wide range of circumstances. How confident are you in your ability to take full advantage of their powerful features? In this legal class, we will move beyond the theoretical and focus on the practical, hands-on aspects of drafting, funding, and administering these trusts to meet client objectives. Hone your complex trust skills - register today!
- Explore the statutory provisions that enable the creation of IDGTs.
- Draft key provisions that intentionally trigger grantor trust status without causing estate inclusion.
- Find the best ways to structure the transfer to IDGT.
- Tailor the use of IDGTs to specific client scenarios, like illiquidity and highly appreciated assets.
- Zero in on common mistakes that can jeopardize the tax benefits of IDGTs.
- Address common disputes and administration challenges.
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Description
Through all the recent tax rules changes, intentionally defective grantor trusts (IDGTs) remain crucial in high-end estate planning and wealth preservation. This unique trust structure offers clients significant tax savings in a wide range of circumstances. How confident are you in your ability to take full advantage of their powerful features? In this legal class, we will move beyond the theoretical and focus on the practical, hands-on aspects of drafting, funding, and administering these trusts to meet client objectives. Hone your complex trust skills - register today!
- Explore the statutory provisions that enable the creation of IDGTs.
- Draft key provisions that intentionally trigger grantor trust status without causing estate inclusion.
- Find the best ways to structure the transfer to IDGT.
- Tailor the use of IDGTs to specific client scenarios, like illiquidity and highly appreciated assets.
- Zero in on common mistakes that can jeopardize the tax benefits of IDGTs.
- Address common disputes and administration challenges.
