Income Tax Planning with Trusts: No Such Thing as a New Idea



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Credit Details
Credit Hours:
Specialty Area:
Taxation Law
Credit Type:
Original Air Date:
July 20, 2021
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the 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.

Meet the Speakers
Daniel Lorenzen


Venable LLP

Daniel Lorenzen plans for wealth transfers to charities, family members, and future generations in practical, tax-efficient ways. Daniel’s practice includes individuals, families, and closely held businesses that have contacts in California, the United States, and around the world. He advises clients on all of the traditional tools of wealth planning, with an eye for holistic planning to minimize federal, international, state, and local taxes. Daniel uses these tools in service of clients’ desires to live happy and productive lives, to support charitable activities, and to raise capable and responsible children.

Daniel has significant experience advising general partners of private equity, venture capital, and other funds, and advising on the unique tax attributes and planning opportunities available to fund managers. Daniel also advises clients in the crypto space, including investors in and founders of blockchain technologies, and is an advocate for evolution in the tax law to accommodate the evolving transactional capabilities of blockchain technologies.

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