GRATS, CRATS, CRUTS - The Alphabet Soup of Estate Planning

Dive into the world of acronym trusts and their role in advanced estate planning. This session provides an overview of Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Annuity Trusts (CRATs), Charitable Remainder Unitrusts (CRUTs) and other acronym trusts, highlighting their unique features and strategic applications. Additionally, explore the reciprocal trust doctrine, its implications in estate planning, and how to structure trusts to avoid triggering unintended tax consequences. Originally presented as part of Estate Planning Short Course 2025.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9004-25R-08A

$65.00 or 1.00 credits

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Expires 05/01/2027

Dive into the world of acronym trusts and their role in advanced estate planning. This session provides an overview of Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Annuity Trusts (CRATs), Charitable Remainder Unitrusts (CRUTs) and other acronym trusts, highlighting their unique features and strategic applications. Additionally, explore the reciprocal trust doctrine, its implications in estate planning, and how to structure trusts to avoid triggering unintended tax consequences.
Georgia Demeros, Thompson Coburn LLP, Chicago
Jennifer F. Kuzminski, Aronberg Goldgehn, Chicago

Overview
Specifications

Expires 05/01/2027

Dive into the world of acronym trusts and their role in advanced estate planning. This session provides an overview of Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Annuity Trusts (CRATs), Charitable Remainder Unitrusts (CRUTs) and other acronym trusts, highlighting their unique features and strategic applications. Additionally, explore the reciprocal trust doctrine, its implications in estate planning, and how to structure trusts to avoid triggering unintended tax consequences.
Georgia Demeros, Thompson Coburn LLP, Chicago
Jennifer F. Kuzminski, Aronberg Goldgehn, Chicago

Products specifications

Category	Estate Planning & Probate
Program Date	05/06/2025

Products specifications

Category	Estate Planning & Probate
Program Date	05/06/2025

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Discretionary Distributions: Balancing Trustee Authority and Beneficiary Needs

P9004-25R-07B

Discretionary distributions are a powerful estate planning tool, offering trustees the flexibility to address beneficiaries' unique circumstances. This session delves into the nuances of drafting and administering discretionary distribution provisions. Explore best practices for balancing trustee discretion with fiduciary obligations, mitigating conflicts among beneficiaries, and ensuring compliance with legal and tax considerations. Learn how to craft clear guidelines that align with the grantor's intent while providing trustees with the tools they need to make sound, equitable decisions. Originally presented as part of Estate Planning Short Course 2025.

$65.00