WEBCAST

Family Office Fridays: Benefits of Using a Grantor Trust in Tax Planning

Webcast overview

A grantor trust is a special type of trust where the grantor of the trust retains significant control over, or benefit in, the trust. With a grantor trust, the grantor (and not the trust) is considered the true owner of the assets for federal income tax purposes. This federal income tax dynamic creates a number of potential tax (and non-tax) benefits and detriments for a taxpayer to be aware of if utilizing a grantor trust in the taxpayer’s overall tax planning. 

Please join KPMG LLP for a webcast with professionals from our Washington National Tax practice that will discuss the following aspects of grantor trusts:

  • Overview of tax treatment of grantor trusts
  • Review of tax benefits of grantor trusts
  • Discussion of how to create a grantor trust
  • Summary of common contexts for the use of grantor trusts
  • Overview of recent legislative proposals concerning grantor trusts

Registration

After registering, you will receive details on how to log in to the webcast or dial in for audio-only participation. Continuing professional education (CPE) credit is available to U.S. participants who meet the eligibility requirements.

Moderator

Robert Keller

Robert Keller

Partner, Passthroughs, Washington National Tax, KPMG US

Featured Speakers

Tracy Thomas Stone

Tracy Thomas Stone

Principal-in-Charge, Tax, KPMG US

Scott Hamm

Scott Hamm

Managing Director, Washington National Tax – Estates, Gifts, and Trusts, KPMG LLP

Michael Macero

Michael Macero

Director, Washington National Tax Estates, Gifts & Trusts, KPMG LLP

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