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The ABCs of IDGTs


The 2021 Estate Planning Seminar: Advanced webinar takes a deeper dive into several of the more complex tools in estate planning. This webinar will provide an overview of Charitable Remainder Trusts (CRTs), Charitable Lead Trusts (CLTs), and Intentionally Defective Grantor Trust (IDGTs), including the risks associated with using them.

An Intentionally Defective Grantor Trust, or “IDGT,” can be one of the most powerful estate planning tools available, especially when planning for high net worth clients. This presentation will provide a basic overview of IDGTs, including how they work and when to use them, as well as some practical planning tips and pitfalls that should be kept in mind.


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