Planning makes perfect (bold)
Despite the complex grantor trust rules in the Internal Revenue Code, grantor trusts still hold their own as a key tax and estate planning tool.
Get the latest thinking on planning with grantor trusts from a top expert, including what to consider given the government’s proposals that limit its advantages.
Attendees will learn how to use grantor trusts most effectively through:
– Navigating grantor trust planning issues
– Determining the viability of grantor trusts for your clients
– Optimizing your planning strategy
•Identify the issues related to planning with grantor trusts.
*Viability and future of grantor trusts
tax professionals who serve individual clients
Basic knowledge of financial planning, estate planning, and tax planning