The Path from GRAT to Great

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June 24, 2016

Grantor retained annuity trusts, also known as GRATs, can be a very powerful wealth transfer tool—especially for those who maximize their upside potential. Yet, with so many design choices, it can be difficult to know where to start. In our white paper “The Path from GRAT to Great: Efficient Wealth Transfer with Grantor Retained Annuity Trusts”, we explore a variety of options that can impact a GRAT’s success. You’ll also find a proven framework for navigating the key trade-offs with your professional advisors—and ways to take your GRAT to the next level.