JH Advanced Markets Radio January 24, 2012 Grantor Trust Powers with Don Jansen

In today’s broadcast, Donald Jansen, Senior Tax Attorney in the office of the General Counsel at the University of Texas at Austin, speaks with Randy Zipse, JD and Senior Counsel, The Advanced Markets Group, to discuss Grantor Trust powers. The discussion starts with the benefits and limitations of many of the possible Grantor Trust powers and then focuses on the recent favorable Revenue Ruling (Rev. Rul. 2011-28) in which the IRS approved the use of the power of “Substitution of Assets” in ILITs.

For some special insight into what Donald and Randy really think, stay tuned to the very end to hear a candid discussion about these powers and the concerns both Donald and Randy had while in private practice.

Click here to listen to the broadcast.

For Financial Professional Use Only. Not To Be Used With The Public.