We Listen.

GRATs Used To Perfection By Facebook Creators

March 13, 2012

By Douglas L. Kaune

It is being reported that in 2008 Mark Zuckerberg and Dustin Moskovitz transferred a significant portion of their Facebook stock into a Grantor Retained Annuity Trust (GRAT). Facebook had not yet “gone public” and therefore the value of the stock was far below what it would be following the initial public offering (IPO). The Facebook …

Do I need To Finish My Grantor Retained Annuity Trust -GRAT by the End of The Year?

November 12, 2009

First a few preliminaries on the Grantor Retained Annuity Trust or GRAT. What is a GRAT? GRAT stand for Grantor Retained Annuity Trust. It is a special trust where you can make a gift and get the original amount back over a period of years and the growth of the asset remains in the trust …

Over $3.5 Million Dollars In Assets? The GRAT is Right – Right Now

April 14, 2009

The Wall Street Journal has an excellent article on the virtues and reasons for a GRAT right now. If you have been considering a GRAT (Grantor Retained Annuity Trust) there has probably never been a better time. Want to know more? Read on… www.paestateplanners.com

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