GRAT Expectations: Extra Opportunity in the Current Environment

Overview

Grantor retained annuity trusts (GRATs) have been a popular and effective wealth transfer strategy for U.S. families in recent decades. This has been true across various market conditions because their potential upside is so high and downside so low—and GRATs are even more compelling at a time of market volatility. Yet despite their advantages, GRATs cannot achieve their full potential without careful analysis of multiple factors, including structuring and investment considerations.

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