Tag archives: tax matters
Reducing Estate Tax with an Intentionally Defective Grantor Trust
In our little enclave by the ocean, we meet several high-net-worth individuals and families looking for ways to reduce their taxable estates. One of the more sophisticated tools available is an Intentionally Defective Grantor Trust (IDGT). Despite its confusing name, the IDGT is a legal and effective strategy that separates estate tax from income tax […]
