Heckerling 2015 Nuggets: Grantor Trusts, the quest for Basis, and More
This program explores a potpourri of estate and related planning ideas from the 2015 Heckerling Institute of Estate Planning, the country’s foremost estate planning conference. What steps can be taken to maximize the income tax basis of assets, thereby eliminating capital gains tax? How can grantor trusts be used to accomplish an array of income and estate tax objectives? Even though years have passed many of these planning nuggets hold valuable lessons for today.