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.