Grantor trust planning: The issues, the strategies, and the threats to bring it down

Description

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

Learning Objectives

•Identify the issues related to planning with grantor trusts.

Major Topics

*Viability and future of grantor trusts

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
Pracitioner
Practitioners
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

tax professionals who serve individual clients

Instructor(s)
Steve Siegel
Prerequisites

Basic knowledge of financial planning, estate planning, and tax planning

Location
Online – AICPA Platform
Event Information
When
Sep 27, 2022
1:00 pm - 3:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

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$109.00

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$131.00
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Grantor trust planning: The issues, the strategies, and the threats to bring it down


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