April - May

On April 28, 2020, Jordan Weitberg and Benjamin Akselrad presented to a group of bank trust officers via webinar.  Their presentation discussed:

  • Due diligence considerations when onboarding new clients for whom GST transfer may be applicable
  • Planning considerations for existing and new clients with GST implications
  • Investment policy considerations for GST transfer strategies
  • A broad overview of the history of the tax, its current structure and definitions
  • A review of Dynasty trusts, grandfathered GST trusts and other potential GST scenarios

Jordan and Benjamin presented on this topic to two other groups during the month of May.

  • May 5, 2020 - presented to bank trust officers
  • May 27, 2020 - presented to fiduciary advisors and planner

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