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Webinar: Non-Grantor Versus Grantor Trust Tax Planning in Light of Recent and Upcoming Tax Law Changes: How Do I Choose?

April 10 @ 12:00 pm 1:00 pm

1 Participatory MCLE Credits; 1 Legal Specialization in Taxation Law

After clients decide to effectuate gifts in trust for their children or others, the next question is whether that trust should be established as a grantor trust or anon-grantor trust. The historical calculus on which option is preferable is changing, in light of the introduction of new state taxes, the sunsetting of the tax law changes enacted in the 2017 Tax Cuts and Jobs Act and other potential tax law changes, and shifts in interest rates, market conditions, and attitudes among the Next GEN. This presentation will review the changing landscape on whether a grantor trust or non-grantor trust is the best fit.

Speaker: Ryan Szczepanik

Moderator: David Oh

Non-Member Price

Member Price

Ryan Szczepanik is a Senior Wealth Strategist with BNY Mellon Wealth Management. In this role, he works closely with wealthy families, key corporate executives, business owners, and their advisors to provide comprehensive wealth planning services. He support the thought leadership and initiatives of the organization with respect to the delivery of services in the fields of trusts, estates, and financial planning.
Prior to joining BNY Mellon in 2021, Ryan was a Shareholder at the Bay Area trusts and estates law firm, Hartog, Baer & Hand, A.P.C., and an attorney at King & Spalding LLP in its San Francisco and Atlanta offices. He is a California Certified Specialist in Estate Planning, Trust and Probate Law. He is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). In 2021, he served as the President of the East Bay Trusts & Estates Lawyers (EBTEL).

Ryan focuses on complex issues surrounding all areas of trusts, estates, and financial planning impacting wealthy families, key corporate executives and business owners. He received a bachelor’s degree in Economics from Amherst College, and a JD from Emory Law School, where he received the Dean’s Award for Trusts and Estates.

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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