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Planning with Intentionally Defective Grantor Trusts: What Makes Them So Popular and So Powerful?



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Recording and Slides are Available Here


Intentionally defective grantor trusts have become one of the most powerful tools in the planner’s arsenal. They can be used to solve a number of client needs, but they’re perhaps best known for their ability to move income producing/appreciating assets out of a client’s estate on a discounted basis. Because these transactions work well in a low-interest-rate environment, they have become particularly attractive in this year of historically low rates.

The best way to get up to speed on this important development is to watch Steve Siegel in his exclusive LISI Webinar where he reviews all of the issues that the sophisticated advisor needs to master this critical planning technique. Here’s a brief list of what Steve will cover:

  • What is an Intentionally Defective Grantor Trust? (The IDGT)
  • Understanding the Grantor Trust Rules
  • Creating and Using IDGTs
  • The IDGT as a Gift Planning Vehicle
  • The IDGT as an Estate Planning Vehicle
  • Installment Sales of Property to IDGTs
  • Using IDGTs in Family Business Succession Planning
  • Using IDGTs in Life Insurance Transfer Planning
  • The Planner’s Hat Trick: “Freeze”, “Squeeze” and “Burn”
  • Comparing the Use of the IDGT to the Use of a GRAT


There will be no CE for this webinar


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