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HOUSE_OVERSIGHT_026585

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Unlike the check-the-box rules, there are conflicting views regarding the treatment of a grantor trust as a DRE. While the plain language of the Code's grantor trust rules appears to imply that a wholly grantor trust (i.¢., a trust that is deemed to be entirely owned by a single individual or entity) will be disregarded for federal income tax purposes and the IRS has treated grantor trusts as DREs, at least one court has not interpreted the rules in that manner. © Given the varying views on the topic, each practitioner needs to determine whether his or her particular grantor trust may be treated as a DRE. This article assumes that the grantor trust rules treat applicable grantor trusts as DREs, and will survey the exceptions and modifications that apply given such assumption. Check-the-Box Rules. Prior to 1997, the federal tax classification of an unincorporated business entity was determined under what were known as the “Kintner Regulations,” which analyzed four characteristics of the entity to determine whether it more closely resembled a corporation or a partnership. 2 In 1997, the Treasury Department showed sympathy for practitioners when it simplified the classification of unincorporated business entities by promulgating Regs. 301.7701-1, -2, and -3, now universally known as the “check-the-box” regulations. ® A business entity that is not automatically classified as a corporation (a “per se corporation”) pursuant to the check-the-box regulations (an “eligible entity”) may generally elect its classification for federal tax purposes. ° The default classification for a domestic eligible entity is: (1) A partnership if the entity has two or more members. (2) “Disregarded as an entity separate from its owner” if it has a single owner. *2 The default classification for a foreign eligible entity is: (1) A partnership if it has two or more members and at least one member does not have limited liability. (2) A corporation if all members have limited liability. (3)

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