NAEPC Webinar: Grantor Trusts - Third Party and Grantor Debt: What Are the Effects During Life and At and After Death?

Date: Wednesday, April 20, 2016
Time: 11:30am - 1:00pm
Location: 550 East Hospitality Lane, Suite 300 San Bernardino, CA 92408
Speaker: Jonathan G. Blattmachr, Esq., AEPĀ® (Distinguished)

Thank you to this month's webinar host: Gresham Savage Nolan & Tilden, PC - San Bernardino Office.

The Estate Planning Council of Riverside County has received a full year subscription to the monthly Webinars provided through NAEPC (with credit) for the remainder of the year as part of our Council of Excellence Recognition.


Please note special date. This intermediate to advanced presentation will cover the fundamental treatment of grantor trusts including transactions with the grantor, the grantor's spouse, or a grantor trust created by either of them as well as transactions with third parties.  It will discuss some of the effects of these transactions when grantor trust status ends, either during the grantor's lifetime or upon and by reason of the grantor's death.  Knowing the consequences can help in planning and in avoiding adverse tax consequences.


Jonathan G. Blattmachr is director of estate planning for the Alaska Trust Company and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisor firm in Manhattan. He is a retired member of Milbank, Tweed, Hadley & McCloy and of the New York and California bars.  He is the author or co-author of eight books and over 500 articles, and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel.


Continuing education credit is available at each webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.

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