Estates, Gifts, and Trusts Video
Intentionally Defective Grantor Trusts
An intentionally defective grantor trust (IDGT) is an estate planning tool that is designed to freeze the value of certain assets for estate tax purposes while allowing the trust’s assets to continue to grow tax-deferred. IDGTs can be a valuable estate planning tool for wealthy individuals who are concerned about the potential for their estates to exceed the federal estate tax exemption.
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Furthering our commitment to personalized estate plans, we fine-tune strategies that align perfectly with your family’s requirements. We collaborate closely with your legal advisors to optimize tax outcomes and provide detailed tax compliance for trusts, estates, and gifts.
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Exploring the strategic advantages of Intentionally Defective Grantor Trusts (IDGTs) reveals their potential for sophisticated estate planning. These trusts offer a unique approach to asset value freezing and income retention, requiring a thorough analysis to integrate effectively into your estate strategy.
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Learn to leverage gifting and trusts for your estate planning goals. This video series from Mark Kassens explores the nuances of each, addressing tax implications, regulatory changes, and strategies for optimal asset management.
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Estate, Trust, and Succession Planning Services
Mark’s background in tax enables him to provide extensive services to the firm’s clients in the areas of estate and retirement planning, and business succession consulting.