Jerry Hesch Esq, our April 1 Study Group presenter, discussed Grantor and Non-Grantor trusts.
Jerry discussed the benefits of providing financial models to clients and their advisors to depict the potential estate planning outcomes.
Financial modeling facilitated his explanation of Grantor Trust taxation and the interplay of discount rates and the interest assumption.
Jerry utilized Alan Gassman’s planning software, EstateView, to demonstrate the impact of changing planning assumptions.
Our Zoom meeting had 21 attendees.
Download the Slide Presentation below
