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
Speakers:
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.