EST2207. Grantor Trust Planning

To submit a question or participate in polling, click the link above. 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
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-5 years in the profession
Advanced Preparation
None
Session Tags
EST
EA
Investments and Wealth Institute CE
The Accounting Law Pioneer
Speakers
Image of Steven Siegel

Steven Siegel

J.D., LL.M. (Taxation)
President
The Siegel Group