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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.

Sponsoring Section/Committee(s):




Nicole Beede


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