For several years, financial advisors have been warning their clients that Congress might curtail some popular estate planning tools. The House of Representatives took a giant step in that direction ...

IMGCAP(1)]The current uncertain political, economic, and tax environment has led many people to postpone preparing or updating their estate plans. However, even during these uncertain times, there are ...

Somewhere in a bleak house in Washington, D.C.a plot exists. The conspirators are working against a favorite planning tool, the grantor retained annuity trust (GRAT). Bill after bill has been born to ...

Grantor retained annuity trusts are a popular estate planning tool whose future might be a little shaky. Therefore, before the terms of such trusts become less generous, advisors should seriously ...

April 29, 2022 - "Crypto" continues its reign as the newest and hottest form of investing. It has drawn significant attraction among millennials, or those individuals aged 27-41, where most ...

Baty v. Commissioner (U.S. Tax Court Docket No. 12216-21) involves a valuation controversy in the context of funding a grantor retained annuity trust (GRAT). Daniel Baty funded a GRAT with shares of a ...

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A pair of lawmakers proposed a bill Wednesday to end the abuse of grantor-retained annuity trusts to avoid taxes. Processing Content GRATs are trusts that enable individuals and families to move their ...

The prospect of a government attack on a popular estate-planning technique, referred to as a grantor retained annuity trust, or GRAT, has been a topic of much discussion among wealth advisors and tax ...