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Thought Leader Series: Fiduciary Income Tax Considerations in Drafting Trusts

Thought Leader Series Estate Planning, Tax Planning, Wealth Docx,

Presented by: Gregory Herman-Giddens, JD, LLM, CFP®

Learn about important income tax issues to take into account when drafting trusts. With trust income taxed at rates as high as 43.4%, every practitioner should be familiar with basic fiduciary income tax rules and planning techniques such as grantor trust provisions and trustee discretion to allocate capital gain to income. Join us for an overview of these and other crucial drafting considerations.

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