Top Uses, Current Regulation, and Trust Language Examples
Grantor trusts have been the focus of tax regulators specifically because they're such a powerful planning tool. This legal update focuses on the most effective uses of grantor trusts in estate planning today, with drafting samples and an outlook for the future. Keep your trusts tactics current - register today!
Get the latest news on how grantor trusts are regulated and find out what to expect in the near future.
Explore the top types of grantor trusts in use right now.
Draft more precise trustee provisions with sample language review.
Do a deep dive into IDGTs and zeroed-out GRATs.
Who Should Attend
This legal update is designed for attorneys. Accountants, trustees and trust protectors, wealth managers, tax professionals, and paralegals will also benefit.
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of how to use grantor trusts. No advanced preparation is required.Upon completion of this course, attendees should be able to:1. Explain what a grantor trust is used for.2. List at least two distributions provisions.3. List at least two trustee powers.Field(s) of Study -- Specialized Knowledge.
Tyler R. Barrett is a solo practitioner at The Law Office of Tyler R. Barrett, P.L.L.C., where he practices in estate planning, probate and elder law. Mr. Barrett is admitted to practice in the state of Oklahoma. He is a member of the Oklahoma Bar Association (Estate Planning, Probate and Trust sections), the Cleveland County Bar Association, WealthCounsel, and the National Academy of Elder Law Attorneys, Inc. Mr. Barrett earned his B.A. degree, summa cum laude, from the University of Oklahoma and his J.D. degree from the University of Oklahoma College of Law, where he was articles editor for the Oklahoma Law Review.
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