Grantor trust planning: The issues, the strategies, and the threats to bring it down

Format

Webcast

Level

Intermediate

Duration

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

Product information

Overview

Planning makes perfect

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:

Navigating grantor trust planning issues
Determining the viability of grantor trusts for your clients
Optimizing your planning strategy

Key Topics

Viability and future of grantor trusts
Optimization of grantor trust planning
Key issues and concerns when planning with clients

Learning Outcomes

Identify the issues related to planning with grantor trusts.
Recognize strategies to make the best use of grantor trusts in planning for your clients.
Determine the viability for grantor trusts planning going forward.

Who Will Benefit

Tax professionals who serve individual clients
CPA financial planners and other professional financial planners
Practitioners who provide tax, retirement, estate, investment, or risk management planning services

Professional development

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
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.

Return and refund policy

Steve Siegel
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.

Mr. Siegel is the author of many books, including The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020, formerly The CPA’s Guide to Financial and Estate Planning); co-author, Income Taxation of Trusts and Estates (Carolina Press 2020); Federal Fiduciary Income Taxation (Foxmoor 2020); and Federal Estate and Gift Taxation (Foxmoor 2016).

In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: The Secure Act; Planning for the 99%; Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts; Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles.

Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, The Notre Dame Tax Institute, CCH, National Law Foundation, AICPA, Investments and Wealth Institute, Yale School of Management, Chicago Booth Business School, Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many state accounting societies and estate planning councils, as well as in-house training on behalf of private companies.

He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.

Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa), JD from Harvard Law School, and LLM in taxation from New York University School of Law.

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