Strategic Planning on Using Irrevocable Trusts - EPCNN Breakfast Meeting
Date: Tuesday, September 16, 2025
Time: 7:30am - 9:30am
Location: Atlantis
Speaker: Stephanie Downer
An overview of the use of irrevocable trusts in wealth transfer tax planning, with special considerations regarding grantor and non-grantor trust for income tax purposes, irrevocable trusts for gifting strategies and charitable strategies.
