Using the Intentionally Defective Grantor Trust (IDGT)

Using the Intentionally Defective Grantor Trust (IDGT)

Randy Pople, CFP, AEP, Pople Financial Consulting

The ability for a single trust document to contain language causing a transfer to be complete for estate/gift tax purposes, but incomplete for income tax purposes creates planning opportunities that need to be explored. This session did just that, providing complete background to provide a foundation of information, as well as specific planning applications

Download Handbook here: Using the Intentionally Defective Grantor Trust (IDGT)