Strategic Planning on Using Irrevocable Trusts - EPCNN Breakfast Meeting

Date: Tuesday, September 16, 2025
Time: 7:30am - 9:30am
Location: Atlantis
Speaker: Stephanie Downer

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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.

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