The Truth About Wealth

The Truth About Wealth


Episode 42 – Intentionally Defective Grantor Trust Planning in 2020

September 30, 2020

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 … Continue reading Episode 42 – Intentionally Defective Grantor Trust Planning in 2020 →