8/1/2013

Investors thinking of establishing a grantor-retained annuity trust should act now, according to this article, in case the federal government moves to eliminate this type of investment. GRATs allow clients to shield assets from estate and gift taxes but still receive income in the form of an annuity. GRATs have the potential for reducing gift tax liability to zero by locking in low interest rates on the grantor-retained interest.

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