Trusts, Estates & Probate

4.5

Grantor Trusts Update

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Upon Request 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 58 minutes
Jennifer McInerney
With Jennifer M. McInerney from McInerney Law
Recorded February 21, 2024
Product ID 98041

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Overview

Top Uses, Current Regulation, and Trust Language Examples

Grantor trusts have been the focus of tax regulators specifically because they're such a powerful planning tool. This legal update focuses on the most effective uses of grantor trusts in estate planning today, with drafting samples and an outlook for the future. Keep your trusts tactics current - register today!

  • Get the latest news on how grantor trusts are regulated and find out what to expect in the near future.
  • Explore the top types of grantor trusts in use right now.
  • Draft more precise trustee provisions with sample language review.
  • Do a deep dive into IDGTs and zeroed-out GRATs.

Abbreviated Agenda

  1. The Pros and Cons of Grantor Trusts
  2. Top Grantor Trusts Used in Estate Planning Right Now
  3. Trustee Duties and Discretions (With Sample Trust Language)
  4. Recent and Proposed Tax Law and Regulations Affecting Grantor Trusts
  5. Key Distributions Provisions (With Sample Language)
  6. In-Focus: Intentionally Defective Grantor Trusts (IDGTs) and Zeroed-out GRATs (With Sample Language)

Related Topics

Product ID 98041

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Upon Request 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. The Pros and Cons of Grantor Trusts

  2. Top Grantor Trusts Used in Estate Planning Right Now

  3. Trustee Duties and Discretions (With Sample Trust Language)

  4. Recent and Proposed Tax Law and Regulations Affecting Grantor Trusts

  5. Key Distributions Provisions (With Sample Language)

  6. In-Focus: Intentionally Defective Grantor Trusts (IDGTs) and Zeroed-out GRATs (With Sample Language)

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

Jennifer M McInerney
Jennifer M.
McInerney
McInerney Law
Speaker bio
Jennifer M McInerney

Jennifer M. McInerney

McInerney Law
Jennifer McInerney

is an attorney with Parmer Law, where her practice is focused in estate planning, primarily for families with special needs children. She is licensed to practice in Alabama and Mississippi. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. Ms. McInerney earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis.

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