A Closer Look at Grantor Retained Annuity Trusts

Grantor Retained Annuity Trusts, or GRATs as many in the industry call them, are effective tools that can be leveraged to complement estate planning. GRATs are a tax-efficient way to transfer assets out of an estate, and GRAT remainder interest can be used for a variety of planning goals, including to fund an irrevocable life insurance trust or as a financing exit strategy.

To best help you understand how to use GRATs effectively, we’ve compiled the following roundup of resources Advanced Markets offers on this timely technique:

• To learn more about GRATs and how they work, check out our latest AM blog: GRATs — Your specialized but overlooked tool.
• Want to learn how GRATs might be applied to real-world planning? Check out our latest Planning in Action: Implementing a GRAT into Insurance Planning and see how one agent incorporated the technique into a real case.

Need information quickly? Check out our Concept Corner Video. We give you a five-minute, high-level overview of GRATs.