Intentionally Defective Grantor Trusts: Asset Transfer Planning Strategies and Form 1041 Reporting Compliance
Recording of a 110-minute CPE webinar with Q&A
This course will provide tax professionals, including accountants and attorneys, with a detailed review of the advantages and applications of intentionally defective grantor trusts (IDGTs), tax planning approaches that utilize IDGTs, and related tax compliance.
Outline
- IDGT advantages and applications
- Structuring transactions with IDGTs
- Tax reporting issues relating to IDGTs
- Potential international issues
Benefits
The panel will explore these and other relevant issues:
- Tax planning approaches that utilize IDGTs
- Reporting installment sales in conjunction with IDGTs
- Completing Form 1041, U.S. Income Tax Return for Estates and Trusts
- Understanding the potential impact of discussions in Washington on the use of IDGTs
Faculty

Lawrence M. Lipoff, CPA, TEP, CEBS
Director
CohnReznick
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private... | Read More
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private client services to enable high net worth individuals and families to maximize their new or generational wealth. He provides strategic advice to his clients and their closely-held businesses in the areas of income tax planning and compliance, estate planning and administration services, consultation regarding formation of family trusts and philanthropic structures. He is a frequent lecturer and author of articles published through professional forums on topics that include preparation of 1040/1041 & 706/709 returns, IRA/pension distribution, domestic and international asset protection, business succession, generation-skipping transfers, S corporation and fiduciary taxation including foreign trusts, alternative minimum tax, Chapter 14, family limited partnerships, international estate planning and administration, grantor charitable lead trusts, captive insurance companies, private placement life insurance and carried interest estate planning for private equity and hedge fund principals.
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Donna J. Jackson
Attorney
Donna J. Jackson & Associates
Ms. Jackson's practice focuses on estate planning, trusts and estates, wills, and probate law. She is a member of... | Read More
Ms. Jackson's practice focuses on estate planning, trusts and estates, wills, and probate law. She is a member of NAELA, Wealth Counsel, Wealth Counsel Advisors Forum, ABA, Oklahoma Bar Association and Oklahoma Society of CPAs.
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Benjamin A. Cohen-Kurzrock, JD, CPA
Attorney
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian
Mr. Cohen-Kurzrock is a corporate and securities associate in the San Diego office.
| Read MoreMr. Cohen-Kurzrock is a corporate and securities associate in the San Diego office.
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CPE credit is not available on downloads.
CPE On-Demand