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    Video: Trust Planning in the Current Environment-Part 2

     Speakers: Jonathan Blattmachr, Esq. and Martin M. Shenkman, Esq.

    -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.

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