Description
This course is updated yearly and tailored to the unique perspective of large estate planners.
Included Topic:
Grantor Trust Planning Tips and Traps
This program will provide a refresher on the grantor trust rules and highlight planning tips and traps including: which grantor trust powers are best to use?; provide sample language for the commonly used grantor trust powers; explain toggling of grantor trusts – and should we be able to toggle back on?; highlight potential pitfalls of grantor trust planning