CLE on Intentionally Defective Grantor Trusts

The National Business Institute is sponsoring a 90-minute national teleconference on August 5 entitled Maximizing Your Use of Intentionally Defective Grantor Trusts. The program description is below:

Take your estate planning mastery a step beyond simple living trusts: explore the goals and mechanics of the intentionally defective grantor trusts, basic tax strategies that maximize savings, and administration specifics. Enrich your estate planning technique arsenal – register today!

• Help your clients sort through their various plan options by understanding the goals and functions of IDGTs.
• Learn various tips for effectively structuring IDGTs.
• Fully utilize the unique tax-saving opportunities afforded by effective use of intentionally defective trusts.