Latest Posts › Grantor Retained Annuity Trusts (GRATs)

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Major Gift Planning Opportunities for 2024

The federal gift, estate and generation-skipping transfer (GST) tax exemptions for 2024 are historically high and present significant tax-free gifting opportunities next year.The gift and estate tax exemptions will increase...more

Higher Treasury Yields Expected to Negatively Impact New GRATs

Interest rates applicable to grantor retained annuity trusts (GRATs) and other estate planning techniques are expected to increase significantly in August as a result of the recent headline-grabbing volatility in the bond...more

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