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Intentionally Defective Grantor Trusts: Why “Defective” Can Be a Smart Estate Strategy

global Tax

Intentionally Defective Grantor Trusts: Why “Defective” Can Be a Smart Estate Strategy

Intentionally defective grantor trusts...have you heard of them? If you’re a wealthy individual you might consider taking advantage of an IDGT to save on taxes and grow assets.

By John Lefrancois, Jr., CPA, MBA September 22, 2026