Grantor trust planning: The issues, the strategies, and the threats to bring it down

JD, LLM

Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Mr. Siegel is the author of many books, including The Grantor Trust Answer Book (2024, Leimberg Information Services, Inc.); The Adviser’s Guide to Financial and Estate Planning (AICPA 2024, formerly The CPA’s Guide to Financial and Estate Planning); co-author, Income Taxation of Trusts and Estates (2nd edition, Carolina Press 2023); Federal Fiduciary Income Taxation (Foxmoor 2020); and Federal Estate and Gift Taxation (Foxmoor 2016). In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: The Secure Act; Planning for the 99%; Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts; Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; and many other titles. Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, The Notre Dame Tax Institute, CCH, National Law Foundation, AICPA, Investments and Wealth Institute, Yale School of Management, Chicago Booth Business School, Western CPE, the National Society of Accountants, Cohn-Reznick, Foxmoor Education, many state accounting societies and estate planning councils, as well as in-house training on behalf of private companies. He has served as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama, Seton Hall, and Rutgers University law schools. Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa), JD from Harvard Law School, and LLM in taxation from New York University School of Law.

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