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Epstein File EFTA01146296: Structuring (DS9)

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This document contains discussion of structuring considerations related to gift planning, specifically addressing the setup of an Intentionally Defective Grantor Trust (IDGT). The excerpt references a blog post discussing structuring strategies for trusts and financial arrangements.

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structuring

📋 Key Excerpts2

PersonKeyword
Excerpt 1
I addressed **structuring** considerations within my previously cited blog.
Excerpt 2
In general, here's how I would consider **structuring** such a gift: Set up an "Intentionally Defective Grantor Trust" (IDGT) - that is, a trust that allows

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