"Proceed with Caution: Planning with Non-Grantor Trusts," Boston Estate Planning Council

On October 28, Boston Private Client Partner Jordana Schreiber presented at the Boston Estate Planning Council Roundtable, where she delivered a session titled “Proceed with Caution: Planning with Non-Grantor Trusts.” In her presentation, Jordana provided insights into the opportunities and risks associated with estate planning using non-grantor trusts, highlighting advanced strategies such as leveraging qualified small business stock stacking opportunities. 

Her presentation offered practical guidance for practitioners navigating the complex tax and structuring considerations that accompany these types of trusts.