There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
Non-Grantor Versus Grantor Trust Tax Planning in Light of Recent and Upcoming Tax Law Changes: How Do I Choose?
Taxation Law Section
Credit(s):
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
After clients decide to effectuate gifts in trust for their children or others, the next question is whether that trust should be established as a grantor trust or anon-grantor trust. The historical calculus on which option is preferable is changing, in light of the introduction of new state taxes, the sunsetting of the tax law changes enacted in the 2017 Tax Cuts and Jobs Act and other potential tax law changes, and shifts in interest rates, market conditions, and attitudes among the Next GEN. This presentation will review the changing landscape on whether a grantor trust or non-grantor trust is the best fit.
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
All
Standard
Non-Member
$65.00
CLA Member
$45.00
Customers Who Bought This Item Also Bought
(CLEtoGo (Podcasts)) What You Don’t Know About Trust Accounting Can Get You Disbarred!
(CLEtoGo (Podcasts)) Passing the Family Business on to the Next Gen Equally When Some of the Children Will Not Be Active; 2023 Annual Meeting of the Tax Bar and Tax Policy Conference
(OnDemand) Passing the Family Business on to the Next Gen Equally When Some of the Children Will Not Be Active; 2023 Annual Meeting of the Tax Bar and Tax Policy Conference
(CLEtoGo (Podcasts)) Bracing for Breach: How Good Cyber Security Practices Can Help Protect Clients and Law Firms
(OnDemand) Estate and Gift Tax – Current Developments with IRS and Tax Court
(OnDemand) Transient Occupancy Tax in California
(CLEtoGo (Podcasts)) The Robots are Coming! Ethical Implications of Generative AI in Legal Practice
(OnDemand) Simple(ish) Yet Elegant Planning for High Net Worth Clients; 2024 Estate & Gift Tax Conference
(OnDemand) Buy, Borrow, Die: Challenges, Deferral Mechanisms, and Planning Structures in Achieving Maximum Tax Advantage; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
(OnDemand) Family Office Tax Planning; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
(OnDemand) California Franchise Tax Board Residency Audits: Anticipation, Preparation, and Resolution; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
Adding Registration, Please wait...
