Structuring Non-Grantor Trusts for Wealth Transfers and Income Tax Planning

Strafford Webinar
Webinar, CLE Available
May 11, 2023
1:00 PM - 2:30 PM ET

Private Wealth Services attorney Kenny Jefferson will join a Strafford webinar to discuss income tax planning and utilizing non-grantor trusts to transfer wealth. Current tax law and potential future changes have accelerated the need for estate planners to revisit existing wealth transfer structures, and individuals using grantor trusts to minimize estate tax exposure may find that transferring assets to non-grantor trusts is more effective at reducing income tax liability. During this program, speakers will address the pros and cons of non-grantor trusts, the risks associated with toggling between grantor and non-grantor trusts and other considerations for effective estate and tax planning.

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