Online Event
Format
Webcast
Level
Intermediate
Duration
2h
Grantor trusts are among the most effective tax planning tools available today. Learn common planning issues and strategies you can use to help your clients make the best use of grantor trusts.
There are no upcoming dates for this Webcast
Despite the complex grantor trust rules in the Internal Revenue Code, grantor trusts still hold their own as a key tax and estate planning tool.
Get the latest thinking on planning with grantor trusts from a top expert, including what to consider given the government's proposals that limit its advantages.
Attendees will learn how to use grantor trusts most effectively through:
This Webcast offers 2 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.
Field of study: | Specialized Knowledge |
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Prerequisites: | Basic knowledge of financial planning, estate planning, and tax planning |
Programme level: | Intermediate |
Duration: | 2h |
Format: | Webcast |
Access: | This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date. |
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