Events

Advanced Guide to Issues and Planning Techniques for Defective Grantor Trusts

, Jerry Hesch

Gain guidance on the considerations that need to be examined before entering into Defective Grantor Trust and installment sale arrangements. This webinar will include deliberation on the use of private annuities and self-cancelling installment notes, and many other planning issues that may arise in using a combination of techniques. Other topics on the agenda range from arranging a sale to an IDIT in exchange for a promissory note or an annuity based upon seller’s life as an estate planning device to selling assets in the form of discounted interests to reduce the value of the seller’s estate.

Advanced Guide to Issues and Planning Techniques for Defective Grantor Trusts

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