IDGTs: Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things! 

originally aired 4/18/2013 

Seminar recording | Presentation material

The American Tax Payer Relief Act (“ATRA”) brought estate tax relief; however, the same may not be said for income tax.  This new tax law significantly impacts the advice that CPA financial planners are providing their prospects and clients. Intentionally Defective Grantor Trusts provide opportunities to address income tax, asset protection and life insurance needs.  In this web seminar, Tom Tillery leads practitioners through a discussion on:

  • A review of the applications of intentionally defective grantor trusts (IDGTs) in clients/ financial plans.

  • A review of life insurance uses in estate planning and asset protection.

  • A review asset protection in client's financial plans.

  • How the correct application of an IDGT in a client’s financial plan will address several planning issues in a "convenient easy to use" trust.


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