S&P 500 img 5,409.73
S&P 500 img 5,409.73
S&P 500 img 5,409.73
S&P 500 img 5,409.73
S&P 500 img5,409.73
S&P 500 img5,409.73
S&P 500 img5,409.73
S&P 500 img5,409.73
S&P 500 img5,409.73
S&P 500 img 5,409.73
S&P 500 img 5,409.73
S&P 500 img 5,409.73
S&P 500 img 5,409.73
S&P 500 img5,409.73
S&P 500 img5,409.73
S&P 500 img5,409.73
S&P 500 img5,409.73
S&P 500 img5,409.73

Grantor Trust

Flexibility in Wealth Management

Grantor trusts offer unique tax advantages while allowing you to maintain control over your assets. Our experts can help you navigate the complexities of grantor trusts, ensuring you maximize the benefits while minimizing potential risks.

Key aspects of our grantor trust services include:

Income Tax Planning: Strategies to leverage the grantor's ability to pay income taxes on trust income, effectively allowing tax-free gifts to beneficiaries.

Estate Freeze Techniques: Implementing sophisticated strategies like Grantor Retained Annuity Trusts (GRATs) or sales to Intentionally Defective Grantor Trusts (IDGTs) to minimize estate tax exposure.

Flexibility in Trust Design: Crafting trust provisions that allow for maximum flexibility in response to changing tax laws or family circumstances.

Power of Substitution: Utilizing the grantor's power to swap assets with the trust, enabling strategic basis step-up planning.

Ongoing Monitoring: Regular review of the trust's grantor status to ensure it continues to align with overall estate planning objectives.

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