GRAT

GRATs Used To Perfection By Facebook Creators

March 13, 2012

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 …

The Latest News on GRATs -Grantor Retained Annuity Trusts – In Congress

June 17, 2010

By Dave Frees

David M. Frees III, Esquire on The Ten Year GRAT The Houses Passes A New 10 Year GRAT Requirement On June 15th, the US House passed H.R. 5486 (a “jobs bill”) that contained a requirement that GRATS (Grantor Retained Annuity Trusts) be for a term of at least 10 years. As readers know, we have …

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

November 12, 2009

By Dave Frees

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 …

Hidden Dangers and Unique Opportunities In Estate Planning During Recession – How To Avoid The Dangers and Harvest The Opportunities

May 11, 2009

By Dave Frees

If you have accumulated any wealth during your lifetime, and you have the desire to pass all or part of that legacy on to your heirs, you have probably been reading quite a bit lately about the unique planning opportunities that exist today. And, it is true, that there are some conditions in the market …

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

April 14, 2009

By Dave Frees

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

The GRAT Explained Briefly – How To Get Money Out of Your Estate and Pay No Gift Tax

February 10, 2009

By Dave Frees

Have you ever heard of a GRAT or a “Walton GRAT”? The Grantor Retained Annuity Trust is a powerful estate planning and asset protection technique that allows wealthy families and modestly wealthy families to move a great deal of value without incurring gift taxes at the time of the transfer. The GRAT also allows …

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GRATs Used To Perfection By Facebook Creators

The Latest News on GRATs -Grantor Retained Annuity Trusts – In Congress

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

Hidden Dangers and Unique Opportunities In Estate Planning During Recession – How To Avoid The Dangers and Harvest The Opportunities

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

The GRAT Explained Briefly – How To Get Money Out of Your Estate and Pay No Gift Tax

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