Name
The ABCs and 123s of IDGTs
Date & Time
Wednesday, September 10, 2025, 3:45 PM - 4:45 PM
Description
This is a “101” course aimed at introducing intentionally defective grantor trusts (IDGTs) to attorneys and providing a broad overview and examples of circumstances in which an IDGT can benefit clients.
We will cover
- the mechanics of IDGTs,
- the maintenance and administration of IDGTs,
- relevant tax law considerations,
- Wealth Docx tips, and
- several practical case studies to help attorneys better understand how to incorporate IDGTs into their practice.
Speakers
Track
Trusts & Estates