Name
Understanding the Beneficiary Deemed Owner Trust
Date & Time
Wednesday, March 8, 2023, 3:15 PM - 4:45 PM
Speakers
Edwin P. Morrow III - Huntington National Bank
Description
Modern estate planning should include a focus on income tax planning. This Summit session will address how to create irrevocable trusts that treat the beneficiary as the grantor for income tax purposes, the so- called beneficiary deemed owner trust provisions, and how to draft an irrevocable trust to save thousands of dollars of income tax each year.
Course Level
Advanced
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.50
CLE Eligibility
Eligible for CLE credit