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Planning with Intentionally Defective Grantor Trusts
A Live Two-Hour Audio Seminar from CCH
Thursday, April 22, 2010 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn About Defective Grantor Trusts and How They Can Benefit Your Clients
This two-hour telephone seminar on April 22 provides a practical and useful examination of the popular estate planning technique known as an "Intentionally Defective Grantor Trust" (IDGT). Presented by noted estate planner, author and educator, Steven G. Siegel, J.D., LL.M., this insightful program discusses how such a trust works, how it is created, and the planning situations where it is best used. Siegel, an outstanding speaker and presenter, will provide helpful tips and practical suggestions on this important topic, so you can advise your clients with confidence. All accountants, attorneys and financial planners who advise clients on estate planning and wealth management matters will benefit from this practice-oriented seminar.
Program Topics
Topics to be addressed include:
- What is an Intentionally Defective Grantor Trust?
- Understanding the Grantor Trust Rules
- Creating and Using IDGTs
- Advantages of IDGTs
- Installment Sales of Property to IDGTs
- Using IDGTs in Family Business Succession Planning
- Comparing the Use of the IDGT to the Use of a GRAT
Learning Objectives
- Obtain a comprehensive basic understanding of what Intentionally Defective Grantor Trusts are
- Know how to create and effectively use IDGTs
- Identify planning opportunities for clients with IDGTs
Who Should Attend?
This course is essential for CPAs, CFPs, enrolled agents, tax attorneys, and other professionals who advise clients on tax, retirement and estate planning, and other wealth management matters.
SPECIAL GIFT!
Register today for this insightful program on Thursday, April 22 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speaker:
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Steven G. Siegel, J.D., LL.M. (Taxation)
Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University. He is the author of several books and is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
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Earn CPE Credit
- Two hours of CPE credit. One free CPE certificate for one person is provided with each site registration. CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.
- Course Level: Intermediate
- NASBA Field of Study: Taxes
- Prerequisites: Basic knowledge of wealth transfer taxes and estate planning
- Learn More About CCH’s NASBA Registration
Special Gift
Each registered site will also get a free issue of CCH’s Journal of Practical Estate Planning .
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. Each Site License registration includes one free CPE certificate for one person at your site. Additional CPE certificates are available for $25 each for each additional person wishing to receive CPE credit for their participation.
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CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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