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Transferring a House to a Non-Grantor Trust to Avoid SALT: A Deep Dive

Live on June 05, 2018 | 2:00pm ET / 11:00am PT

Martin M. Shenkman
Martin M. Shenkman, P.C.
Susan Lipp
Editor in Chief
Trusts & Estates

The TCJA dramatically changed the estate and income tax planning environment. The $10,000 limitation on state and local taxes (SALT) is a severe restriction on deductions for many clients. In some instances planning for the ownership of a personal residence and vacation home can be modified to secure some portion or all of the otherwise lost property tax deduction. The planning may involve creating an LLC to own the home and having that LLC ownership fractionalized between various non-grantor trusts.

This webinar will explain step by step in practical terms how practitioners can implement this type of planning and the technical tax issues involved. In addition, a brief discussion will be provided as to how these same trusts can be used to also provide additional charitable contribution and state income tax savings.

The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP designation program.
Investments & Wealth Institute (formerly IMCA) has accepted this program for 1 hour(s) of CE credit toward the CIMA and CPWA certifications.
LIVE EVENT ONLY: The Certified Financial Planner (CFP) Board of Standards has approved this program for one (1) CE credit hour.

Not able to attend? Register anyway! Archived versionsof Trusts & Estates webinars are available to watch On Demand shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.

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TAGS: Resources