Call Us: 612.405.0799

Reimbursement of Income Taxes to Grantors of Intentionally Defective Grantor Trust:

The benefit of the intentionally defective grantor trust is that it enables several estate freezing transactions like an installment sale to occur without causing income taxation on assets like closely held interests, which might otherwise negate planning like this because the resulting income tax would be detrimental Another potential advantage is that it treats the grantor as the…

Read More

Who am I and what’s the purpose of my blog

Hello. Thank you for visiting my blog. I created this blog to support my consulting practice, Wealth Strategist Designs LLC. The entity was created to provide consulting services in the areas of advanced wealth strategy, design, presentation and expert witness consulting serving three markets: 1) Law firms- financial design and modeling implications of trust transactions and…

Read More