Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
This course will describe how grantor trusts came about, all of the rules used to determine if a trust is or is not a grantor trust and how to determine grantor trust status. We will address multiple issues of planning with grantor trusts – from living trusts for many clients to sophisticated planning with Grantor Retained Interest Trusts (GRATs) and Intentionally Defective Grantor Trusts (IDGTs). The course will address the critical planning issues to be addressed in the coming months.
Learning Objectives
Upon completing this course, participants will be able to:
- Gain an understanding of the grantor trust rules and how they determine how a person’s income will be taxed and how their estate tax issues must be considered.
- Address a wide variety of tax planning techniques unique to the grantor trust
- Learn how these techniques work and when best to use them.
Course Specifics
|
Course ID WC18206989 |
Revision Date July 8, 2020 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02094-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02094-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: (2071-CE-1490
CTEC Federal Tax Law Credits: 2
CTEC Course Number: (2071-CE-1490
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Steven is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016. In conjunction with numerous tax-planning lectures he has delivered …
Grantor Trust: The Rules and the Planning Tools
CPE CREDITS
2 Credits: Taxes
$98.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 3 hour(s) and 29 minutes to watch today.
Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
This course will describe how grantor trusts came about, all of the rules used to determine if a trust is or is not a grantor trust and how to determine grantor trust status. We will address multiple issues of planning with grantor trusts – from living trusts for many clients to sophisticated planning with Grantor Retained Interest Trusts (GRATs) and Intentionally Defective Grantor Trusts (IDGTs). The course will address the critical planning issues to be addressed in the coming months.
Learning Objectives
Upon completing this course, participants will be able to:
- Gain an understanding of the grantor trust rules and how they determine how a person’s income will be taxed and how their estate tax issues must be considered.
- Address a wide variety of tax planning techniques unique to the grantor trust
- Learn how these techniques work and when best to use them.
Course Specifics
|
Course ID WC18206989 |
Revision Date July 8, 2020 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02094-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02094-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: (2071-CE-1490
CTEC Federal Tax Law Credits: 2
CTEC Course Number: (2071-CE-1490
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Steven is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016. In conjunction with numerous tax-planning lectures he has delivered …
Grantor Trust: The Rules and the Planning Tools
CPE CREDITS
2 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 3 hour(s) and 29 minutes to watch today.
$98.00