Understanding Grantor Retained Interest Trusts: GRATs, GRUTs And GRITS - The Key Questions And Answers (67-Page Book)

In stock
SKU
2020GRATBook
$49.00

Released May 15, 2020 - Written by Steven G. Siegel.
Click the above "Learn More" button to read the Table of Contents, several Sample Pages and Mr. Siegel's curriculum vitae.

Links

Steve Siegel just released (May 15, 2020) this important advisory for estate/tax practitioners:  "2020: A PERFECT STORM FOR PLANNING OPPORTUNITY"  (a copy is included with Mr. Siegel's book). His advice includes: 
 

"2020 could be the last year of the “Golden Age of Estate Planning” – where techniques such as the GRAT, IDGT, SLAT (Spousal Lifetime Access Trust) and Dynasty Trust should be used – with the risk that they may be eliminated in 2021 and beyond. Be the thought leader for your clients and discuss these important opportunities with them – before they may be lost."
 
This incredibly useful book contains:
• 42 Questions with Answers
• 31 Examples
• 14 Planning Points
 
If you want to know how to draft and plan these important trusts for your clients, be sure to get this amazing book.

Related Forms: links to related Forms appear immediately after the below "Author" curriculum vitae and include:  
3 Grantor Retained Trusts: GRAT, GRIT and GRUT - $199
Two-Year Grantor Retained Annuity Trust - $79
Intentionally Defective Grantor Trust Forms: Intentionally Defective Grantor Trust, Installment Sale To -  Trust, Promissory Note For Sale To Defective Grantor Trust - $99
Dynasty Trust - $99
Spousal Lifetime Access Trust (SLAT) - $99

Related CLE Courses: to listen to, and obtain CLE/MCLE credits in those states for which they are listed, please visit our sister sites, www.NLFonline.com (online courses) or www.NLFcle.com (study via CD, DVD or Flash Drive), click on your state and scroll to these titles under the "Estate Planning & Taxation" heading: "2017 Tax Cuts And Jobs Act", "General Will And Revocable Trust Drafting", "Powers Of Appointment: Planning And Drafting This Remarkable Device".  
 

Author:
Steven G. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2012 and 2013 CCH); CPA’s Guide to Financial and Estate Planning (AICPA 2012); and Federal Fiduciary Income Taxation (Foxmoor 2012). In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; Generation-Skipping Transfer Tax: A Comprehensive Review; and many other titles. Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, CCH, National Law Foundation, AICPA, Western CPE, the National Society of Accountants, the National Tax Institute, Cohn-Reznick, Professional Education Systems, Inc., Foxmoor Education, many State Accounting Societies and Estate Planning Councils as well as on behalf of private companies. He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama, and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools. Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in taxation from New York University Law School.
We found other products you might like!