Income Tax Planning with Trusts: No Such Thing as a New Idea
About this program
After trusts were abused as income tax shelters in the early 20th Century, the government deployed a host of countermeasures. What remains of income tax planning with trusts in the current environment? We will explore the resurgence of nongrantor trusts, SLANTs, QSBS, basis management, jurisdictional planning, and charitable split interest trusts, with an eye for the income tax planning aspects of each.
This OnDemand CLE program earns 1 hour of General credit in California. It aired July 20, 2021 and features Daniel Lorenzen.
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