Use of grantor trusts is a mainstay of tax and financial planning including making installment sales to grantor trusts. This presentation will discuss many of the tax and non-tax consequences of debt on property when transferred (by gift or sale) or later imposed on the property or later relieved. It also will discuss minimum trust funding issues (debt to equity ratios) and the use of guarantees. This is a complex matter but a critical one for all planners to know.
InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by InterActive Legal.
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