On September 13, 2021, Chairman Richard Neal (D-MA) of the House Ways and Means Committee introduced an amendment to the committee’s recommendations, advancing several proposed tax code changes, including changes that may affect established planning with irrevocable grantor trusts.
Neither the scope nor the effective date of the proposals affecting grantor trusts have been finalized. It appears as though grantor trusts established prior to the date of enactment may be exempt, along with private financing transactions between a grantor and their exempt grantor trust. Although details are still uncertain, there may be a short window of planning opportunities utilizing grantor trusts.

Click to READ MORE.

Meet Our Leadership

Raymond Nash, CEO & Principal

Christine Millen, Vice President
(888) 311-4347
HEIRMARK, LTD is not engaged in rendering tax, legal, or actuarial services. If tax, legal, or actuarial advice is required, you should consult your accountant, attorney, or actuary. HEIRMARK, LTD does not replace those advisors.

Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Heirmark is independently owned and operated. HEIRMARK, LTD is independently owned and operated.