Investopedia / Mira Norian A grantor retained annuity trust (GRAT) is an estate planning tool used to minimize taxes on large financial gifts made to family members. It can avoid using much if any ...
A grantor retained annuity trust (a GRAT) is an irrevocable trust in which a grantor contributes property in exchange for the right to receive a specified amount (or property with a specified ...
7. Grantor retained annuity trust A grantor retained annuity trust (GRAT) is a type of irrevocable trust that allows the grantor to transfer assets to beneficiaries while still retaining the right ...
Divorce is the formal legal dissolution of a marriage. The divorce process implicates many diverse areas of the law including, but not limited to, real estate, wills and trusts, child custody, and ...
Opinions expressed by Forbes Contributors are their own. I am a Tax Principal with Ernst & Young LLP in the US-West Region. Chances are you have heard about Opportunity Zones (OZones) by now.
Popular estate planning tools such as grantor retained annuity trusts and intentionally defective grantor trusts offer many benefits. They enable you to leverage valuation discounts to reduce gift ...
Following these transactions, Tejada's direct ownership in PagerDuty (NYSE:PD) stands at 868,311 shares. There are also ...
Gastesi suggested three specific estate planning strategies to consider: Grantor Retained Annuity Trusts (GRATs): Allows tax-efficient wealth transfers while taking advantage of the current exemption.