GRAT Strategies to Minimize Transfer Tax After Tax Reform and Impact of 2026 Sunset Provisions
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will explain creative grantor retained annuity trust (GRAT) strategies to maximize the amount passing to beneficiaries without paying transfer tax. The panel will discuss determining if a GRAT would benefit you or your client, specific strategies to optimize the GRAT(s) and under what circumstances to implement each approach.
- Benefits of a GRAT strategy
- Risks of a GRAT strategy
- Specific GRAT strategies
- Impact of tax reform on GRATs
The panel will explain these and other concepts:
- Zeroed out GRATs
- Rolling short-term GRATs
- Graduated annuity pay-outs
- Asset substitution
- 2026's impact on GRATs and GRAT terms
Scott K. Tippett
Mr. Tippett's practice focuses on wealth law, as a comprehensive and integrated approach to domestic and... | Read More
Mr. Tippett's practice focuses on wealth law, as a comprehensive and integrated approach to domestic and international estate planning, asset protection planning, business matters, and tax issues. He is the principal author of The North Carolina Wealth Law Counselor and The Wealth Lawyer, informative blogs dedicated to wealth law, estate planning, and asset protection planning issues.Close
to be announced.
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CPE credit processing is available for an additional fee of $37. CPE processing must be ordered prior to the event.
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Includes special savings of $180 (through 05/24/19)
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