Video: Trust Planning in the Current Environment-Part 2

 Speakers: Jonathan Blattmachr, Esq. and Martin M. Shenkman, Esq.

-How has trust and related planning changed in the current planning environment?

-When and how should grantor or non-grantor trusts be used?

-Incomplete non-grantor trusts or INGs, both the traditional incomplete gift approach and a completed gift approach might be used depending on client circumstances.

-How can non-grantor trusts save income taxes?

-Using non-grantor trusts to salvage property tax deductions despite the SALT limitations

-Using non-grantor trusts for charitable deductions.