Can I, Should I, or Must I Pay Your Taxes? Understanding the Grantor Trust Rules - Webcast
January 2014
Can I, Should I, or Must I Pay Your Taxes?
Understanding the Grantor Trust Rules
Co-sponsored by the CBA Trust & Estate Section
Program Description:
Back by popular demand from the 2013 Retreat -
Grantor trusts are a powerful estate planning tool. This seminar reviews the grantor trust rules and explores favorite grantor trust triggers as well as toggling of grantor trust status. Sample grantor trust clauses are provided and reviewed. Additionally, the seminar covers grey areas, common pitfalls, and highlight ways to use grantor trusts effectively to achieve clients' estate planning objectives.
Agenda:
11:30 AM - 12:00 PM
Registration
12:00 PM
- Review of the Grantor Trust Rules
- Favorite Grantor Trust Triggers
- Toggling of Grantor Trust Status
- Grey Areas and Common Pitfalls
- Ways to Use Grantor Trusts Effectively to Achieve Clients' Estate Planning Objectives
1:00 PM
Adjourn
Presented by Michael Stiff, Esq., and Daniela Ronchetti, Esq.
BakerHostetler, Denver, CO
Program Series Chair
Elizabeth Bryant, Esq.
Elizabeth A. Bryant, PC
Denver, CO
Faculty
Michael Stiff, Esq.
BakerHostetler
Denver, CO
Daniela Ronchetti, Esq.
BakerHostetler
Denver, CO
Registration Fees
| Non Member | $59.00 |
| CBA Member | $39.00 |
| CBA Trust & Estate Law Section Member | $29.00 |
| CBA Elder Law Section Member | $29.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
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