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Financial Planning: Gifts

The Use Of GRATs With Company Stock To Reduce Taxes: Hurry Before The Rules Change This is premium content
Elyse G. Kirschner and Carlyn S. McCaffrey

NEW! The grantor-retained annuity trust (GRAT) is one of the best techniques currently available for transferring company stock or other investable assets to family members with little or no estate or gift tax cost. However, legislative changes recently proposed by the Obama administration would have an adverse impact. Learn about the GRAT technique before the tax rules change.

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