Member-only calls: Tax update (all members) 10.12.21

Topics: advocacy, Business Tax, Estate tax, Personal Tax, Tax

Member content, like this recording, is meaningfully subsidized by membership dues, and therefore is exclusively reserved and intended only for Finseca members as a valuable member benefit. We do not endorse or encourage members to share outside the Finseca membership without written permission from Finseca, which can be obtained on a case by case basis…

House Reconciliation Package Includes Grantor Trust Revisions – Impact to LI

Topics: 2021 Tax Reform, Estate tax, Grantor trusts, Life Insurance, Tax, Trusts

September 21, 2021 Chapter 16 – Special Rules for Grantor Trusts If enacted into law, section 2901 of the internal revenue code would have significant impact on estate planning strategies that utilize grantor trusts. Grantor trusts have been utilized extensively in estate planning because of its unique property – namely, the grantor is considered the…