Intentionally Defective Grantor Trusts

Date Held: October 23, 2012

Start Time: 1:00 PM ET

End Time: 2:30 PM ET

Credits: CBC, CFP, CLE (Please check the Detailed Credit Information page for states that have already been approved), CPE, Enrolled Agents, Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

You will receive an intense practical analysis of intentionally defective grantor trusts – an often overlooked estate planning tool. Emphasis will be placed on the practical how-to-do-it instruction as opposed to a recitation of case law in the area. The speaker will concentrate on when to use this technique, how to design these trusts, and their place in comparison to other estate planning tools. You will become well versed in this important estate planning area.



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