Grantor Retained Annuity Trusts (GRATs) can be powerful estate planning tools, even in a high exemption environment. This presentation will discuss the basics of GRATs, how to make GRATs perform, how to fix under performing GRATs, and creative advanced planning to maximize a GRAT’s effectiveness. The presentation and materials will focus on practical tips that attendees can start using to improve their planning and ultimately save their clients more in taxes.
East Valley Estate Planning Council
www.evepc.wildapricot.org
evepc@premiumorganization.com
602-840-2900 X1