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Name: Fillable Online Bar Bulletin - February 15, 2010 - Volume 49, No. 7 Fax Email Print - pdfFiller
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This document is a publication of the State Bar of New Mexico containing various articles, court opinions, notices, and events relevant to legal professionals in the state. It includes important updates,

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What is grantor retained trusts?

Grantor Retained Trusts (GRTs) are irrevocable trusts that allow a grantor to retain an income interest for a specified period while transferring the remainder interest to a beneficiary. By utilizing GRTs, grantors can transfer assets to beneficiaries while minimizing gift and estate taxes.

Who is required to file grantor retained trusts?

The grantor of the trust is not required to file taxes specifically for the grantor retained trust. Instead, any income generated by the trust is reported on the grantor's personal tax return.

How to fill out grantor retained trusts?

Filling out grantor retained trusts involves creating a trust document outlining the terms and conditions of the trust, naming a trustee, and transferring the assets into the trust. It is recommended to seek the assistance of a qualified attorney or estate planning professional to ensure the proper completion of the trust document.

What is the purpose of grantor retained trusts?

The purpose of grantor retained trusts is to transfer assets to beneficiaries while minimizing gift and estate taxes. Additionally, GRTs allow grantors to retain an income interest for a specified period, providing them with continued access to the income generated by the trust assets.

What information must be reported on grantor retained trusts?

Information that must be reported on grantor retained trusts includes details about the trust assets, the grantor's income interest, the remainder interest transferred to beneficiaries, and any income generated by the trust. The specific reporting requirements may vary depending on the jurisdiction in which the trust is created.

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