Grantor Trusts - Third Party and Grantor Debt:
What Are the Effects During Life and At and After Death?
Expertise offered by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
About the program:
This intermediate to advanced presentation will cover the fundamental treatment of grantor trusts including transactions with the grantor, the grantor's spouse, or a grantor trust created by either of them as well as transactions with third parties. It will discuss some of the effects of these transactions when grantor trust status ends, either during the grantor's lifetime or upon and by reason of the grantor's death. Knowing the consequences can help in planning and in avoiding adverse tax consequences.m.
About the speaker:
Jonathan G. Blattmachr is director of estate planning for the Alaska Trust Company and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisor firm in Manhattan. He is a retired member of Milbank, Tweed, Hadley & McCloy and of the New York and California bars. He is the author or co-author of eight books and over 500 articles, and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel.
REGISTER HERE for the individual program.
To register for the 2016 series, please click HERE.
• $40 / Accredited Estate Planner® designee
• $60 / member of EPCNYC
• $100 / non-member
• $250 / council meeting or group gathering
To learn more about the NAEPC Monthly Webinar Series and to see both past & upcoming programs, CLICK HERE.
Continuing education credit will be available at each webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.