grantor retained annuity trust (GRAT)

February 22, 2018

A GRAT is used to transfer future appreciation in an asset to family members free of gift and estate taxes.

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Sales of interest in family or private companies to irrevocable "grantor" trusts

February 22, 2018

Would you like to mitigate the effect of estate taxes on your business interests?  We frequently suggest making sales of interests ("Sale") to irrevocable "grantor" trusts for the benefit of younger family members.

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