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

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.