Estate Planning Under the New and Proposed Tax Laws - It's All About the Grantor Trust Rules
James G. Blase, CPA, JD, LLM, presents on immediate tax planning considerations in light of the new tax proposals for trusts established and fully funded prior to and after the effective date, as well as minimizing the effect of possible new grantor trust rules and incorporating protective clauses in irrevocable trusts. In addition, Mr. Blase addresses drafting trusts to minimize income tax in light of the SECURE Act, the net investment income tax, and increased capital gains tax rates.
CLE: 1.0 general credit
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