Name
Grantor Retained Annuity Trusts
Date & Time
Wednesday, March 8, 2023, 5:00 PM - 6:00 PM
Speakers
Jere Doyle - BNY Mellon
Description
This session will discuss the basic rules for establishing a grantor retained annuity trust (GRAT); the use of long-term versus short-term GRATs, including short-term rolling GRATS and zeroed-out GRATs; GRATs with increasing annuities; what types of assets are most effective with GRATs; and GRAT asset allocation. The income, estate, gift, and generation-skipping aspects of GRATs will also be discussed.
Course Level
Advanced
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit