Grantor Trusts 101: Usage and Types, Drafting Considerations, Funding, Taxation, and More
Note: CPE credit is not offered on this program
A live 60-minute CLE video webinar with interactive Q&A
This CLE webinar will provide attorneys foundational knowledge and practicum guidance for the use and structuring of grantor trusts. The panel will outline the benefits to clients of using grantor trusts, explain practical drafting and structuring techniques, and help counsel avoid the mistakes and potential pitfalls for the usage and structuring of grantor trusts.
Outline
- Key considerations for establishing a grantor trust
- Types of grantor trusts
- Grantor powers and funding issues
- Key trust provisions and drafting considerations
- Tax implications of grantor trusts
Benefits
The panel will discuss these and other key issues:
- What are the reasons and circumstances for utilizing grantor trusts?
- What are the key distinctions for grantor vs. non-grantor trusts?
- What are the applicable legal and tax rules to consider when utilizing grantor trusts?
- What are the best grantor trust structures and their pros and cons?
- How are grantor trusts funded, and what are the challenges?
- What are the key provisions and pitfalls to avoid?
- How are these types of trusts implemented and administered?
Faculty
Avigail Goldglancz
Counsel
Pillsbury Winthrop Shaw Pittman
Ms. Goldglancz focuses her practice on estate and tax planning, including estate succession, gift and... | Read More
Ms. Goldglancz focuses her practice on estate and tax planning, including estate succession, gift and generation skipping transfers, charitable giving and international tax advice, and planning for cross-border investments, wealth transfer and asset protection, estate and trust administration, and estate and probate litigation. Her practice also focuses on tax optimization strategies designed specifically for founders, investors and executives, including strategies to minimize capital gains tax, state taxes and estate taxes, and to protect her client’s assets. Ms. Goldglancz has been recognized by Best Lawyers as One to Watch since 2021. She is editor-in-chief of the Trusts & Estates Law Section Journal of the New York State Bar Association, and is admitted to practice law in New York, New Jersey and Texas.
CloseEarly Discount (through 10/10/25)
