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.

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 generation.

Mar 17, 2025 · Grantor retained annuity trusts (GRATs) can serve as an efficient way to transfer wealth with little or no gift tax liability. What is a GRAT? What is its primary purpose? When …

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 …

Nov 17, 2025 · A GRAT, or Grantor Retained Annuity Trust, is a powerful estate planning tool that allows you to pass wealth to your heirs while minimizing gift tax consequences.

Nov 11, 2025 · What is a GRAT? A GRAT is a type of trust you can create and fund with assets from your portfolio. The trust has a predefined term, usually at least two years, with a regular …

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 …

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.

What is a GRAT? A GRAT refers to any trust that allows the grantor to retain some power to control the trust's assets, including the power to substitute assets of equal value for the assets …