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Jones presents at 55th Annual Hawaii Tax Institute Program

November 2018

Charlotte Wealth & Estate Planning Member Chris Jones presented at the 55th Annual Hawaii Tax Institute program on November 7. Jones’ presentation titled, “Wealth Transfer Strategies with Income Tax Nothings,” addresses opportunities and issues associated with using income tax “nothings” like grantor trusts (IDGTs, GRATs, BDITs) and disregarded entities (single member LLCs and QSubs) in estate and tax planning. Jones also discussed the tax (income and transfer tax issues) and non-tax issues (asset protection, reporting compliance) with single member LLCs and grantor trusts, and the issues with various planning structures.