Speaking Engagement

Converting to Nongrantor Trusts to Minimize Income Tax

February 4, 2020

Maximizing Increased Exemption Benefits

Switching Off Grantor Trust Features in Existing Trusts, Structuring Multiple Trusts to Preserve Deductions

This CLE webinar will provide estate planning counsel with a thorough and practical guide to using nongrantor trusts to minimize income tax on trust assets. The panel will focus on the new tax regime where income tax planning is often more important than estate tax planning, detailing the difference in tax treatment under the tax reform law, and will discuss converting existing grantor trusts to nongrantor trusts. The webinar will outline jurisdictional considerations in turning off grantor trust features and offer specific tools to maximize the income tax benefits of nongrantor trusts under the new wealth transfer tax regime.

Cherry Bekaert Panelist:
John T. Ure, JD
Principal, Tax Services