Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
An intentionally defective grantor trust is an irrevocable trust structured to allow certain assets to be passed on without being subject to estate taxes while still retaining the settlor’s liability for income taxes generated within the trust.
Read more: What is an intentionally defective grantor trust (IDGT)?
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