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ABA Webinar Replay: Issues that Arise with Grantor Trusts

  • Lee Bank 75 Park Street Lee, MA (map)

Discussion Highlights:

  • Grantor trust provisions and how to create a grantor trust

  • The use of grantor trusts in GRATs and sale to a trust transaction

  • Examples of additional tax benefits achieved with a grantor trust

  • Turning off or on grantor trust status and the possible tax consequences

  • Tax treatment of a grantor trust at death of the grantor


  • Thomas W. Abendroth, Partner, Schiff Hardin LLP

  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

CE offered for the CTFA for 2.5 credits.

Location: Lee Bank, 75 Park Street, Lee, MA

Lunch: 12:00; Program: 12:30pm - 2:30pm

Event sponsored by Lee Bank; and lunch sponsored by October Mountain Advisors.