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Beneficiary-Grantor Trusts: Effective Planning with Defective Trusts
Contains material from Jan 2023
Beneficiary-Grantor Trusts: Effective Planning with Defective Trusts
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Explore techniques designed to trigger grantor-trust treatment as to a trust beneficiary under IRC 678, including BDITs, BDOTs, and QSSTs; understand the advantages and disadvantages of each technique; and discuss mistakes to avoid in drafting and implementation.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.00
- Credit Info
- TX, CA, PA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 2/28/2026
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Beneficiary-Grantor Trusts: Effective Planning with Defective Trusts (Jan 2023)
Levi M. Dillon
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Session 1 —63 mins 1.00
Beneficiary-Grantor Trusts: Effective Planning with Defective Trusts (Jan 2023)
Explore techniques designed to trigger grantor-trust treatment as to a trust beneficiary under IRC 678, including BDITs, BDOTs, and QSSTs; understand the advantages and disadvantages of each technique; and discuss mistakes to avoid in drafting and implementation.
Originally presented: Dec 2022 Estate Planning Workshop
Levi M. Dillon,
Bourland, Wall, & Wenzel, P.C. - Fort Worth, TX