Episode 42 – Intentionally Defective Grantor Trust Planning in 2020

The Truth About Wealth

English - September 30, 2020 10:00 - 30 minutes - 28.6 MB - ★★★★★ - 14 ratings
Investing Business Education Self-Improvement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Episode 41 – Planning For Special Needs Adults – With Guest Mike Byrne

Next Episode: Episode 43 – Raising Children in the Context of Family Financial Success

An intentionally defective grantor trust is an estate-planning tool used to freeze certain assets of an individual for estate-tax purposes. What makes 2020 the perfect time to take advantage of this type of trust? In this episode, John and Michael Parise dive right into the benefits of intentionally defective grantor trusts and why the best …