CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Grantor Trust: The Rules and the Planning Tools

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
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

  • 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
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01594-20-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: (2071-CE-1490
CTEC Federal Tax Law Credits: 2

Course Instructor

Steven G. Siegel Headshot
Steven G. Siegel, JD, LLM

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 …

Steven G. Siegel, JD, LLM Read More »

Grantor Trust: The Rules and the Planning Tools

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
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

  • 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
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01594-20-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: (2071-CE-1490
CTEC Federal Tax Law Credits: 2

Course Instructor

Steven G. Siegel Headshot
Steven G. Siegel, JD, LLM

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 …

Steven G. Siegel, JD, LLM Read More »

Grantor Trust: The Rules and the Planning Tools

Expert Instructors
CPE CREDITS
2 Credits: Taxes

$98.00