-How has trust and related planning changed in the current planning environment?
-When and how should grantor or non-grantor trusts be used?
-Incomplete non-grantor trusts or INGs, both the traditional incomplete gift approach and a completed gift approach might be used depending on client circumstances.
-How can non-grantor trusts save income taxes?
-Using non-grantor trusts to salvage property tax deductions despite the SALT limitations
-Using non-grantor trusts for charitable deductions.