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.