Using GRATs For Wealth Transfer
Published: July 22, 2021
Tracking Code: 70036
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer

A grantor retained annuity trust (GRAT) an irrevocable trust. Clients contribute assets and takes back an annuity payment equal to the value of what was contributed, plus a minimum amount of interest set by the IRS. See how it can help with wealth transfer planning.

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