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Planning with Intentionally Defective Grantor Trusts

Full Brochure

 Length 2.1 Hours
Date 12/11/14

Table of Contents
35-Pages

In this December 11, 2014 125-minute presentation,  Steven G. Siegel gives a useful and practical description of Intentionally Defective Grantor Trusts. A nationally-recognized tax and estate planning adviser, author and speaker, Mr. Siegel explains the technique, the uses and advantages of these trusts, the mechanics involved, and much more.

Major topics include:

• Understanding The Technique, The Grantor Trust Rules and Creating The Trust Without Causing Inclusion In The Grantor's Gross Estate
• Uses And Advantages Of The Defective Grantor Trust
• Installment Sales Of Property To The Trust
• Comparing An Installment Sale To The Defective Trust With A Transfer Of Assets To A GRAT
• How Is The Trust Reported?
• The Karmazin Case
• Latest IRS Attack; Is The Future Of The Defective Grantor Trust In Danger?

 

SUGGESTED FORMS: Fully-editable forms prepared by Mr. Siegel for your immediate and unlimited use relating to this topic are available at www.NLFforms.com. Under the "TRUSTS" category, you will find Mr. Siegel's Intentionally Defective Trust Forms.

BOOKS FOR LAWYERS: THIS COURSE BOOK,  and over 125 other useful books, are available for immediate download and use at our web site, www.NLFforms.com. (Please note that reading course books without listening to, or viewing, the course earns NO CLE/MCLE credits.) 


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Audio CDs and Course Book
$99.00


DVDs and Course Book
$109.00

 
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