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Issues that Arise with Grantor Trusts

Aired: Thursday, September 6, 2018


2.5 CTFA

The grantor trust rules were created to stop the use of trusts as separate taxpayers to gain income tax benefits. That concern is long past, but the rules remain in place and now grantor trusts play a key role in transfer tax planning. This recording explains the importance of grantor trusts in a variety of estate planning techniques.

Discussion Highlights:

  • Grantor trust provisions and how to create a grantor trust
  • The use of grantor trusts in GRATs and sale to a trust transaction
  • Examples of additional tax benefits achieved with a grantor trust
  • Turning off or on grantor trust status and the possible tax consequences
  • Tax treatment of a grantor trust at death of the grantor

The 2018 Trust and Estate Planning Briefing Series addresses key topics in estate planning and trust administration and allows participants to earn important continuing education credits. Register for multiple Briefings and save. Recordings are available.

This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

Speakers:

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

 

 

 Continuing Education Credits

 
ABA Professional Certifications approved this program for 2.5 CTFA continuing education credits for the live program and the recording. 

Recordings are not eligible for CFP credits.

CPE logoRecordings are not eligible for CPE credits.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregisry.org.
​Questions? Please contact Linda Shepard / Cari Hearn for more information.
 

 Pricing & Purchasing

 

Streaming Online Recording
Available Now

ABA Member • $265
Non-Member • $395

 

 Audience

 
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs
 

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