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.