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Discover the power of an Intentionally Defective Grantor Trust (IDGT)! For income tax, the grantor owns the asset, but for estate tax An IDGT is an effective estate-freezing tool that provides the opportunity to maintain the maximum control over the beneficial enjoyment of
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Explore the intricacies of gifting money to family and effective estate planning! A popular estate planning technique is the sale to an irrevocable trust which is colloquially known as an "intentionally defective What's Going to Happen to the Estate Tax and Does a Grantor Trust Make Sense?
Should An Intentionally Defective Grantor Trust (IDGT) Be Part of Your Estate Plan? Protecting a $10M Farm from Estate Tax with an Intentionally Defective Grantor Trust
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Intentionally Defective Grantor Trusts (IDGT): Advanced Tax Strategy Unveiled (Part 1 of 2) The Case for an Intentionally Defective Grantor Trust
Selling assets to an intentionally defective grantor trust (IDGT) may create greater tax savings than other gifting strategies. How Do Grantor Trust Rules Apply To An Intentionally Defective Grantor Trust? In this informative video, we will discuss the How an IDGT helps with farm transfers - 2016 Hort Show
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On this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Jake Kern, managing director and senior Grantor Trusts & IDGTs: Estate Planning & Tax Considerations
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Irrevocable vs. intentionally defective grantor trusts! Explore how these estate planning tools differ. Discover why one shields Strategies for tax reduction & wealth building! Start Here: Email:
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Wondering why you would ever want a client to have a defective trust? Join this installment of our Learning Series to explore: What Is An Intentionally Defective Grantor Trust (IDGT)? - America First Democrats An intentionally defective grantor trust is a type of irrevocable trust that can be used to remove assets from the grantor's estate.
How Does An Intentionally Defective Grantor Trust Help Avoid Estate Taxes?