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 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 …

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.

Mar 10, 2025 · During the GRAT term, the grantor is the only beneficiary of the trust, and the annuity payments are the only distributions made from the GRAT.

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 …

What Is a Grantor Retained Annuity Trust, or GRAT? A grantor retained annuity trust, or GRAT, can help you transfer wealth to heirs while reducing your tax liability.

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 …

Dec 31, 2024 · Many states also charge an estate tax. However, there is a way to gift larger sums of money without as big of a tax burden: a grantor-retained annuity trust (GRAT). A GRAT is a …