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Course/Product Description
Title:

Intentionally Defective Grantor Trusts

SKU:WC-1014475
Date / Time: Recorded
Format: Webinar
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Description:

You will receive an intense practical analysis of intentionally defective grantor trusts - an often overlooked estate planning tool. Emphasis will be placed on the practical how-to-do-it instruction as opposed to a recitation of case law in the area.

The speaker will concentrate on when to use this technique, how to design these trusts, and their place in comparison to other estate planning tools. You will become well versed in this important estate planning area.

Agenda

Description of Intentionally Defective Grantor Trusts

Advantages of IDGTs

  • Remove Appreciation From Estate
  • Limited Gift Tax Cost
  • Payment of Income Taxes of Trust – The Taxless Gift
  • Security of Asset Retention – The Note to Grantor
  • Low Interest Rate Hurdle
  • No Income Tax on Sale
Comparison to Other Estate Planning Techniques
  • Grantor Retained Annuity Trusts
  • Outright Gifts
  • Charitable Lead Trusts
The Seed Money Requirement
  • Increased Lifetime Gift Tax Exclusion
  • Use of Guarantees for Seed Money
The Note for the Sale
  • Use of Applicable Federal Rate (vs. Section 7520 Rate)
  • Description of Typical Terms
When to Use IDGTs; When Not to Use

Drafting Techniques for the TrustFACULTY

Robert E. Madden
  • 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, third 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


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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