Webinar – Looking Ahead: Reducing tax burdens with Intentionally Defective Grantor Trusts (IDGT)


Designed to maximize next-generation assets, an Intentionally Defective Grantor Trust (IDGT) is an estate planning tool that is particularly useful in a low-interest environment. The final installment of our ‘Looking Ahead’ series features James Dougherty and Rebecca O’Toole providing a deeper dive into this beneficial device.

To watch the recorded webinar please click here.

To view the presentation slides please click here.

Speakers

James Dougherty
Rebecca O’Toole

To view the whole webinar series please click here.

Category: Events