Guest Expert: Steve Mancini, Esq.,In this webinar estate planning attorney Steve Mancini, helped listeners to understand how IDGT’s are used, when they are appropriate, and when they are not. The intentionally defective trust ...
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"New Ideas" Learned According to Webinar Attendees:
"How an IDGT can be used strategically—reduces estate assets and future growth—taxable to grantor—loans available—gifts to medical and educational institutions not counted against federal estate exemption."
"I didn't know that LLC and LP shares can fund an IDGT!"
"I like the way Steve broke down an engagement into four components. Now it is something I would consider for my practice."
"I never realized how easy these trusts are to set up, as long as you have good documentation and attention to detail."
"How an IDGT can be used strategically—reduces estate assets and future growth—taxable to grantor—loans available—gifts to medical and educational institutions not counted against federal estate exemption."
"I didn't know that LLC and LP shares can fund an IDGT!"
"I like the way Steve broke down an engagement into four components. Now it is something I would consider for my practice."
"I never realized how easy these trusts are to set up, as long as you have good documentation and attention to detail."
"How an IDGT can be used strategically—reduces estate assets and future growth—taxable to grantor—loans available—gifts to medical and educational institutions not counted against federal estate exemption."
"I didn't know that LLC and LP shares can fund an IDGT!"
"I like the way Steve broke down an engagement into four components. Now it is something I would consider for my practice."
"I never realized how easy these trusts are to set up, as long as you have good documentation and attention to detail."