Planning With Grantor Trusts: 2025 Updates for Experienced Practitioners
The IRS and legislators have GRATs firmly in their sights with the intent to limit their effectiveness as a tax planning tool. This advanced-level course sums up critical recent and looming changes you need to know. As the landscape rapidly evolves, practitioners must urgently adapt their tactics to navigate recent rulings, proposed legislation, and impending changes. Don't risk falling behind - update your expertise to protect your clients' interests in this complex and highly-scrutinized area of estate planning. Register today!
- Develop protective measures against recent and potential GRAT restrictions.
- Navigate grantor trust modifications.
- Prepare clients for the significant impact of the looming TCJA sunset.
- Ensure compliance with the new CTA ownership reporting for trusts.
Planning With Grantor Trusts: 2025 Updates for Experienced Practitioners
The IRS and legislators have GRATs firmly in their sights with the intent to limit their effectiveness as a tax planning tool. This advanced-level course sums up critical recent and looming changes you need to know. As the landscape rapidly evolves, practitioners must urgently adapt their tactics to navigate recent rulings, proposed legislation, and impending changes. Don't risk falling behind - update your expertise to protect your clients' interests in this complex and highly-scrutinized area of estate planning. Register today!
- Develop protective measures against recent and potential GRAT restrictions.
- Navigate grantor trust modifications.
- Prepare clients for the significant impact of the looming TCJA sunset.
- Ensure compliance with the new CTA ownership reporting for trusts.
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The IRS and legislators have GRATs firmly in their sights with the intent to limit their effectiveness as a tax planning tool. This advanced-level course sums up critical recent and looming changes you need to know. As the landscape rapidly evolves, practitioners must urgently adapt their tactics to navigate recent rulings, proposed legislation, and impending changes. Don't risk falling behind - update your expertise to protect your clients' interests in this complex and highly-scrutinized area of estate planning. Register today!
- Develop protective measures against recent and potential GRAT restrictions.
- Navigate grantor trust modifications.
- Prepare clients for the significant impact of the looming TCJA sunset.
- Ensure compliance with the new CTA ownership reporting for trusts.
