Please Note: This event has already taken place.
Grantor Trust Rules Basics
Wednesday, March 5, 2014
12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA
Christopher Perry, Esq. (of Northern Trust) & Anne Marie Towle, Esq. (of
Athena Capital Management) will review the grantor trust rules in general and
explore hypothetical scenarios designed to illustrate how a trust can become a
grantor trust for income tax purposes, sometimes with unintended consequences
for the grantor. Potential pitfalls will be identified and techniques for
avoiding these pitfalls will be suggested.
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