Trusts, Estates & Probate

4.92

Grantor Trust Options and Their Pros and Cons

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
OnDemand
1 hours 35 minutes
Genevieve Redd
With Genevieve G. Redd from Leech Tishman
Recorded May 30, 2025
Product ID 100344

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Overview

Choose the Right Planning Instrument for Each Client

Grantor trusts are powerful and versatile planning tools, but are you confident in your knowledge of the pros and cons of their variations? This legal briefing outlines the main elements and uses of grantor trusts in estate planning: from basic revocable living trusts to specialized solutions like QPRTs. Get the basics down - register today!

  • Explore the top types of grantor trusts in use right now.
  • Review common distribution schemes and their effects.
  • Clarify the role of trustees in grantor trusts.
  • Discover the legal mechanisms behind IDGTs and zeroed-out GRATs.

Abbreviated Agenda

  1. Revocable vs. Irrevocable
  2. Distribution Options: During Life and Upon Death
  3. Discretion of the Trustee
  4. Tax-Planning Requirements and Consequences
  5. The Pros, Cons, and Types of Unitrusts
  6. Grantor Retained Annuity Trusts (GRATs)
  7. Spousal Lifetime Access Trusts (SLATs)
  8. IDGTs: Why Are they Called "Intentionally Defective?"
  9. Qualified Personal Residence Trusts (QPRTs)

Related Topics

Product ID 100344

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Carolina CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Grantor Trust Options and Their Pros and Cons

    1. Revocable vs. Irrevocable
    2. Distribution Options: During Life and Upon Death
    3. Discretion of the Trustee
    4. Tax-Planning Requirements and Consequences
    5. The Pros, Cons, and Types of Unitrusts
    6. Grantor Retained Annuity Trusts (GRATs)
    7. Spousal Lifetime Access Trusts (SLATs)
    8. IDGTs: Why Are they Called "Intentionally Defective?"
    9. Qualified Personal Residence Trusts (QPRTs)

Who Should Attend

This legal update is designed for attorneys. Accountants, trustees and trust protectors, wealth managers, tax professionals, and paralegals will also benefit.

Speakers

Genevieve G Redd
Genevieve G.
Redd
Leech Tishman
Speaker bio
Genevieve G Redd

Genevieve G. Redd

Leech Tishman
Genevieve Redd

is an attorney for Leech Tishman. She focuses her practice on estate planning, trust and estate administration, succession planning and tax solutions. Ms. Redd is admitted in Illinois, New Jersey, New York and Pennsylvania. She earned her B.A. degree, cum laude, from the University of Pittsburgh and her J.D. degree from the University of Pittsburgh School of Law. Ms. Redd holds the John P. Gismondi Certificate in Advanced Litigation and a Tax Law Certificate. She is a member of the Chicago Bar Association co-chair and Young Lawyers Section, Allegheny County Bar Association membership services co-chair and leadership initiative program, Pittsburgh Civic Light Opera Ambassadors Board of Governors, and the Junior League of Chicago. Ms. Redd has received a Pennsylvania Rising Star by Pennsylvania Super Lawyers Magazine, a Rising Star Award from the Chicago Bar Association, and ABA Service to the Bar Award and ABA Service to the Community Award both from Allegheny County Bar Association.

View full profile

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