Episode 42 – Intentionally Defective Grantor Trust Planning in 2020

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An intentionally defective grantor trust is an estate-planning tool used to freeze certain assets of an individual for estate-tax purposes. What makes 2020 the perfect time to take advantage of this type of trust?

In this episode, John and Michael Parise dive right into the benefits of intentionally defective grantor trusts and why the best time to take advantage of this plan is right now! 

In this episode, you will learn:

• What an intentionally defective grantor trust is and how it works
• How to unravel these trusts
• How it has benefited families
• Why 2020 may be the perfect time to utilize this tool
• And more!

Tune in now to learn more about intentionally defective grantor trusts!

Resources: Copper Beech Financial Group | (865) 988 -8300 |  Episode 36 – Charitable Lead Annuity Trust