| Grantor Trusts—What Every Practitioner Should Know about IDGTs
Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Overview
Prerequisites: Learning activity level that provides a general review of a subject area from a broad perspective
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hour
Fields of Study: 1 Management Services, 1 Taxes
Shipping Weight: 0lbs. 0oz.
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 webinar, attendees will be able to:
- Identify when to engage an advanced estate planning attorney
- Recognize the benefits of advanced grantor trusts
- Appraise the tax benefits possible with grantor trusts
- 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
Who Should Attend
Anyone involved in M&A directly or indirectly
Mr. Eido M. Walny is a graduate of the University of Chicago and Boston University School of Law. He founded Walny Legal Group LLC in 2011, where his practice focuses on estate planning, asset protection, and business succession. His clientele include professional athletes, celebrities, business owners, doctors, and lawyers among others. He is a frequent writer and speaker on estate planning, charitable giving, and topical business issues, and has appeared in local and national print media, radio and television.
In 2014, Mr. Walny was selected as one of five national “Advisors with Heart” by Trusts & Estates Magazine. Among numerous other awards, he was named a 2013 “Leader in the Law” by the Wisconsin Law Journal, and a 2012 “Forty Under 40” honoree by the Wisconsin Business Journal. He has also been recognized as a Wisconsin Rising Star in Milwaukee Magazine each year since 2008. Mr. Walny has been a Fellow of the Wisconsin Law Foundation since 2013.