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Basics of QTIP Trusts

Posted May 27, 2024

Brent chats with Naomita Yadav about the basics of qualified terminable interest property trusts (QTIP Trusts). They explain the key features, how to...

Retooling Non-Grantor Trusts

Posted May 6, 202400:37:43

Brent chats with Chris Siegle about how to make non-grantor trusts income tax efficient. They talk about normal QTIP and Bypass Trusts, how those trusts...

Introduction to IDGTs

Posted April 30, 202400:30:16

This is the first in a series of episodes about the alphabet soup of irrevocable trusts that will be critical pre-2026 TCJA Sunset.

In this episode,...

Plan for Foreign Owners of Colorado Property

Posted April 17, 202400:46:43

Brent chats with Griffin Bridgers about how non-residents of Colorado can plan when they own real estate there. They discuss the income and capital...

The Very Many Charitable Remainder Trusts

Posted April 10, 202400:16:37

Brent chats about the many different Charitable Remainder Trusts, from CRATs, CRUTs, NICRUTs, NIMCRUTs, to Flip CRUTs. He explains the taxation, typical...