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Wednesday, July 13 – The Family LLC – An Alternative for Clients Concerned about Potential Future Grantor Trust Legis. (Online Webinar)

July 13, 2022 @ 9:00 am - 10:00 am PDT

Program Overview

Recent legislative sessions have shown grantor trusts to be in the cross-hairs for tax reform. Although those proposals ultimately failed, there is an alternative for clients who are worried about the future viability of grantor trust. Affluent clients may be interested in the Family LLC (FLLC).

What Attendees Will Learn:

– Potential legislative changes affecting an irrevocable life insurance trust (ILIT)
– The dynamics of the FLLC
– How this strategy helps reduce clients’ transfer taxes to the next generation
– Special considerations when creating a FLLC

Featured Speaker:

Desiree Day, JD joined Guardian’s Business Resource Center in November 2021 as a consultant attorney. Prior to joining Guardian she was with National Life Group for almost 10 years as an Advanced Markets Attorney. Desiree is dedicated to educating individuals and business owners on advanced planning concepts, including but not limited to, business succession planning, tax planning/ strategy, and estate planning.


July 13, 2022
9:00 am - 10:00 am PDT
Event Category:


Online Webinar