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. 
     
Track
Trusts & Estates