Intentionally Defective Grantor Trusts
Funding and Structuring Sales to Transfer Assets, Retain Control and Reduce Estate Taxes
Recording of a 90-minute CLE webinar with Q&A
This CLE course will prepare estate planning practitioners to identify and effectively create estate planning opportunities through IDGTs and explain why some of those opportunities may soon vanish. The panel will outline how to structure IDGTs with an emphasis on the key steps in the planning and drafting process.
- IDGT advantages and applications
- Structuring the trust
- Structuring the transaction
The panel will review these and other key questions:
- What are effective planning approaches for using IDGTs?
- What drafting strategies should be used in creating IDGTs?
- What seed money requirements should estate planning counsel consider?
- What impact could any proposed legislation have on IDGTs?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Karen L. Brady
Brady, McFarland & Lord
Her practice focuses on legacy planning, including planning for the succession of estates and businesses and protection... | Read More
Her practice focuses on legacy planning, including planning for the succession of estates and businesses and protection of assets. She also advises small businesses about legal and strategic planning. She is an author and instructor on estate planning issues.Close
Sarah B. Kahl
She focuses her practice on trusts, estates and nonprofit entities. She is experienced in a variety of tax saving... | Read More
She focuses her practice on trusts, estates and nonprofit entities. She is experienced in a variety of tax saving strategies such as grantor retained annuity trusts, life insurance trusts, sales to grantor trusts, and private annuities. She also assists clients in tax planning with monetization techniques such as a variable prepaid forward. She is a Certified Public Accountant (inactive).Close
Michael L. Van Cise
Arnall Golden Gregory
He focuses his practice on sophisticated wealth transfer planning, federal and state wealth transfer taxation,... | Read More
He focuses his practice on sophisticated wealth transfer planning, federal and state wealth transfer taxation, business succession planning, charitable giving, and probate and estate administration. He has experience assisting clients with grantor retained annuity trusts funded with assets including publicly traded securities, closely held businesses and holding companies.Close