An Intentionally Defective Grantor Trust
{3 minutes to read} Today, we’re going to focus on an estate planning concept called an Intentionally Defective Grantor Trust. This strange name for a trust, sometimes also known as an Intentionally Defective Irrevocable Trust, is a very strong tax shelter for people.
When we are dealing with estate planning, a lot of the focus is […]
Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.