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Financial Planning: Estate Planning

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
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 proposed by the Obama administration would have an adverse impact on this. Learn about the GRAT technique before the tax rules change.
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