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An Introduction to the Grantor Trust Rules for Elder Law Practitioners (download)


Learn how grantor trusts are often used in elder law, but the rules relating to these types of trusts are often misunderstood. This course will serve as an introduction to the grantor trust rules in IRC § 671-679. While there are a number of grantor rules contained in the Internal Revenue Code, this session will focus on those relevant to elder law practitioners and how to use the rules to achieve grantor trust treatment.

Topics Covered:

  • Review of the Current Estate Tax Rules and a Comparison of the Income Tax Rates of Individuals and Trusts
  • Grantor Trust Rules (IRC §§ 671-679)
  • Drafting Tips for Grantor Trusts

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SKU: 80 Category:


Recorded June 11, 2013

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