Grantor Trust Traps

Date: Wednesday, February 3, 2027
Time: 5:00pm - 7:00pm
Location: Wisconsin Club
Speaker: Vada Lindsey

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It's easy to intentionally trigger grantor trust status, but avoiding grantor trust treatment can be more tricky. Dean Vada Lindsey with Marquette University Law School, will present on avoiding traps that will result in a trust being treated by the IRS as a grantor trust. 

 

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Salad:  Iceberg, Mesclun, and Romaine Lettuces accented with Grape Tomatoes, Cucumbers, Shredded Carrots then dressed in Champagne Balsamic Vinaigrette and topped with Garlic Basil Croutons

 

Entrée: Braised Short Ribs, 6 oz Chianti Braised Short Ribs, Chianti Demi-Glace, Parmesan Garlic Gnocchi, Green Bean Almondine

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Vegetarian Option

(Please request Vegetarian Option or note any dietary restrictions in RSVP)

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Thank you to our Sponsors:

 

 

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