Report

Planning With Intentionally Defective Grantor Trusts

 
This presentation will explore the use of IDGTs as an estate planning device, their proper design and will also compare them to other estate planning vehicles. The intent is to focus on the practical and the how-to-do-it as compared to a detailed analysis of the grantor trust provisions of sub part E or the so called “thou shall not” provisions of the estate tax code found in Sections 2036 though
2041.

Faculty

Robert E. Madden

Robert E. Madden

UBS Financial Services Inc

Agenda

Achieving Grantor Trust Status
Section 675 Administrative Powers
Avoiding Estate Taxation
Comparison to Other Estate Planning Techniques

Faculty

Robert E. Madden

Robert E. Madden

UBS Financial Services Inc

  • Partner in the international law firm of Blank Rome LLP
  • More than 30 years of experience in trust and estate planning
  • Wrote the book Tax Planning for Highly Compensated Individuals, fourth edition – one of best-selling tax textbooks ever written
  • Writer of the current developments column for Estate Planning Magazine for more than 25 years
  • Member of the American College of Trust and Estate Counsel
  • Multiple listings in Best Lawyers in America, Washington, D.C. Super Lawyers, and Washingtonian Magazine Best Trust and Estate Lawyers
  • Achieved the highest rating in the Martindale-Hubbell Law Directory
  • Frequent speaker at seminars and forums
  • J.D. degree, with distinction, Cornell Law School, board of editors Cornell Law Review
  • Can be contacted at 202-772-5857 or [email protected]

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