Thought Leader Series - The Grantor Retained Annuity Trust: Leveraging Gifts with Minimal Gift Tax Risk
Tuesday, November 17, 2020, 1:00 PM - 2:00 PM, ET
Presenter: Steven J. Oshins, JD, AEP (Distinguished)

One of the most valuable tools in the estate planner’s toolbox is the Grantor Retained Annuity Trust (“GRAT”).  The presenter will describe how GRATs work, when to use them, and why they have nearly zero gift tax risk.  The presentation will include specific examples so the attendees will leave the session having a solid understanding of GRATs.  It will also include examples illustrating the advantages of using valuation discount planning along with the GRAT.

Learning Objectives:

  • Learn how GRATs work and how to explain them
  • Learn when to use GRATs versus installment sales
  • Learn how to fund them with business interests subject to valuation discounts
  • Learn where GRATs fit into the current political climate

This webinar is complimentary

1.0 credit
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, UT

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 11/01/2020

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.


In order to be awarded the full credit hours, you must be present during the entire program.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or