by Arthur Geffen | Jul 13, 2022 | IDGT
An intentionally defective grantor trust, or IDGT, is a way of shifting tax burdens for very wealthy households. With this structure, you can create a trust that leaves wealth to your heirs while minimizing gift, estate and income tax liability. Find out how the IDGT...
by Arthur Geffen | Nov 23, 2020 | Estate Planning, Estate Planning Solutions, IDGT
High-net-worth clients recognize that they need to be prepared for sudden changes in tax laws and market valuations. But in the face of political uncertainty and market volatility, it may be difficult to choose which assets to transfer into trust, or determine fair...
by Arthur Geffen | Jun 15, 2011 | Estate Planning, Estate Planning Solutions, IDGT
The IDGT Strategy’s Components A sale to an intentionally defective grantor trust (IDGT) is a strategy with two primary components. The first component is the IDGT. An IDGT is termed “defective” because, although a transfer of property to the trust is...
