Apr 10, 2025 · What Is a Grantor Retained Annuity Trust (GRAT)? A grantor retained annuity trust (GRAT) is an estate planning tool used to minimize taxes on large financial gifts made to …

Apr 14, 2025 · A GRAT is a trust created so that individuals and families can move wealth to heirs while using little, if any, of their lifetime federal gift and estate-tax exclusion.

May 8, 2023 · Learn about what a GRAT (Grantor Retained Annuity Trust) is, what the pros and cons are, and when you should consider using it.

Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability.

A grantor-retained annuity trust (commonly referred to by the acronym GRAT) is a financial instrument commonly used in the United States to make large financial gifts to family members …

Mar 18, 2025 · GRATs are commonly used to reduce both estate and gift tax liability while creating a structured annuity stream that ensures tax-efficient wealth transfer. The success of …

Apr 29, 2025 · The Grantor Retained Annuity Trust ("GRAT") is one of the most powerful estate planning tools available to high–net–worth families to efficiently transfer wealth to the next …

Sep 6, 2024 · A Grantor Retained Annuity Trust (GRAT) is an estate planning tool that allows tax-efficient wealth transfer by providing the grantor with annuity payments and potentially tax-free …

The primary benefit of a Grantor Retained Annu­ity Trust (“GRAT”) is to “freeze” the value of a property transferred to the trust, typically busi­ness interests, securities, or real estate, so that …

Grantor retained annuity trust (GRAT) is an irrevocable trust in the United States that allows individuals to transfer assets to beneficiaries at no cost. According to the IRS, the grantor must …