2020 Grantor Retained Annuity White Paper

2020 Grantor Retained Annuity White Paper

Grantor retained annuity trusts (GRATs) provide a solid foundation for long-term estate and legacy planning. This financial instrument is a great way to minimize wealth transfer taxes and maximize the efficiency of your estate planning model. GRATs present a real and robust opportunity to freeze value and transfer appreciating assets to the next generation while minimizing the consequences of gift and estate taxes.