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Episode 42 – Intentionally Defective Grantor Trust Planning in 2020

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Manage episode 273323089 series 2577730
Content provided by John Parise and Michael Parise, John Parise, and Michael Parise. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Parise and Michael Parise, John Parise, and Michael Parise or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
An intentionally defective grantor trust is an estate-planning tool used to freeze certain assets of an individual for estate-tax purposes. What makes 2020 the perfect time to take advantage of this type of trust? In this episode, John and Michael Parise dive right into the benefits of intentionally defective grantor trusts and why the best …

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125 episodes

Artwork
iconShare
 
Manage episode 273323089 series 2577730
Content provided by John Parise and Michael Parise, John Parise, and Michael Parise. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John Parise and Michael Parise, John Parise, and Michael Parise or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
An intentionally defective grantor trust is an estate-planning tool used to freeze certain assets of an individual for estate-tax purposes. What makes 2020 the perfect time to take advantage of this type of trust? In this episode, John and Michael Parise dive right into the benefits of intentionally defective grantor trusts and why the best …

Read More Read More

  continue reading

125 episodes

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