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| Grantor Trusts-What Every Practitioner Should Know about IDGTs(170608I_N) |
CPE Credits: 2 Hours
Fields of Study: Management Services–1 hr; Taxes–1 hr
Program Level: Overview
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Delivery Method: Self-Study
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Number: 17PBVCHI0608I
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: June 8, 2017
Presenter:Eido Walny
Program Description:
This webinar will focus on Grantor Defective Trusts and the potential roles this sort of trust can play in the M&A context. The webinar will begin with a history of grantor trusts before beginning a survey of what grantor trusts are. We will then shift to an analytical look at how these trusts can be used, including the significant benefits such planning can bring in the field of transactions. Finally, we will evaluate how proposed changes to 2704 will impact this planning.
After completing this course, you will be able to:
- Identify when to engage an advanced estate planning attorney
- Recognize the benefits of advanced grantor trusts
- Determine the tax benefits possible with grantor trusts
- Determine and describe the differences between gifting and selling assets outright versus in trust
- Identify the asset protection benefits of trust structures
- Recognize how grantor trusts can reshape a traditional M&A transaction
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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