Grantor Trusts

InterActive Legal, Peak Trust Company, and Shenkman Law invite you to a complimentary webinar on “Flexible Beneficiary Trusts” – a trust design strategy for keeping assets protected from creditors and potential spendthrift beneficiaries…

Irrevocable Trusts can be created in all InterActive Legal practice systems, often in an effort to remove assets from the taxable estate at death or to prevent assets from being countable resources for government benefits eligibility.  …

Since at least 1986, when tax brackets for almost all Americans were compressed, and as a result of Rev. Rul. 85-13, which held that grantor trusts effectively did not exist for income tax purposes, grantor trusts have been one of the most…

Creating trusts for estate planning and Medicaid planning is an essential tool for every estate planning and elder law attorney. However, any time a trust is created, there are income tax consequences that could be both unexpected and…

Join us for a complimentary in-depth discussion of two recent court opinions of great importance, both of which should be considered in trust planning and in trust administration.

In late May, Paul Hood was joined on a webinar by Jonathan Blattmachr and Professor Mitchell Gans to extensively analyze the power to swap or substitute assets with a grantor trust. That presentation included more information than could be…

The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets.

Grantor trusts are ubiquitous in estate planning, but significant uncertainty still exists amongst practitioners about the “right” powers to make the trust a grantor trust for income tax purposes.

With the estate, gift and GST exemption at nearly $11.5 million and scheduled to grow until 2026 when they will be cut in half, few advisers are focusing on wealth transfer tax planning for their clients.

The Tax Cuts and Jobs Act (the Act) has radically changed income and estate taxation for many Americans, calling for new approaches to various aspects of planning for U.S. individuals. Although changes also were made to…