Grantor Trusts planning: The Issues, Strategies and Threats
EVENT DATE:
Oct 08,2024
PRESENTER(s): Steven G. Siegel
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
120 Minutes
This program has been approved NASBA & IRS CPE Credit 2(Taxes)
Grantor trusts are among the most effective tax planning for CPA and Tax professionals. Join this summit with Mr. Steven G. Siegel, to learn common planning issues and strategies you can use to help your clients make the best use of grantor trusts. 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.
- How Grantor Trust Rules Apply to Different Trusts
- Benefits of Grantor Trust Rules
- How Grantor Trust Rules Apply to Different Trusts
- Navigating grantor trust planning issues
- Determining the viability of grantor trusts for your clients
- Optimizing your planning strategy
- Viability and future of grantor trusts
- Optimization of grantor trust planning
- Key issues and concerns when planning with clients
Session Highlights:
- 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.
Credits and Other information:
- Recommended CPE credit – 2.0
- Recommended field of study – Taxes
- Session Prerequisites and preparation: None
- Session learning level: Basic
- Location: Virtual/Online
- Delivery method: Group Internet Based
- IRS Course ID: PJGWS
- Attendance Requirement: Yes
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Who Will Benefit:
- CPA
- Enrolled Agents (EAs)
- Tax Professionals
- Attorneys
- Other Tax Preparers
- Finance professionals
- Financial planners
Speaker Profile:
Steven Siegel 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 (2020 Leimberg Information Systems); The Adviser’s Guide to Financial and Estate Planning (AICPA 2020); Federal Fiduciary Income Taxation (Foxmoor 2020); Understanding the Federal Gift Tax (Leimberg Information Systems (2021)Federal Estate and Gift Tax (Foxmoor 2016)). He is co-author of Income Taxation of Trusts and Estates, (Carolina Press 2020). He is the co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine, January and February 2016.
