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Fiduciary Income Tax Considerations in Drafting Trusts

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 of capital gain to income. Join us for an overview of these and other crucial drafting considerations.

CLE information:
1.0 pending in AR, CA, IL, NJ, NY, OH, OK, PA, TX

Program Level: Intermediate
Delivery Method: Group-Live
Prerequisites: None
Advance Preparation: None

Presented by TrustCounsel's Gregory Herman-Giddens, JD, LLM, CFP®.

Registration not valid unless individuals register directly with WealthCounsel.

Event provided by the Advisors Forum via WealthCounsel