Associate Joseph Bukowski will present an introduction to grantor trusts hosted by ProLawCLE. Specifically, the following topics will be covered: the purpose of grantor trusts; types of grantor trusts; funding a grantor trust; and filing tax returns for grantor trusts. In addition, practical drafting tips and sample language will be shared to both avoid and invoke grantor trust status. Potential changes to the rules governing grantor trusts under President Biden's administration will also be discussed.
To access the recorded presentation, click here.