On September 20, 2022, Zachary J. Stackhouse, Associate with the firm's Estate and Succession Planning and Administration practice group, presented on the topic "Reconsidering the Non-Grantor Trust in a Decreasing Exemption Environment" at a webinar presented by the Estate Planning, Probate, and Trust Law Section of the Cleveland Metropolitan Bar Association.
With the window to achieve gift and estate tax savings expected to narrow, Zach discussed the use of non-grantor trusts as an increasingly important component of many gifting strategies, especially for those clients who have already engaged in gifting. In addition, he reviews a variety of issues that every planner should consider in establishing a non-grantor trust.
Learn more about the webinar.