Francis W. Dubreuil, national managing director and Stacie Milam, senior investment planning analyst in the Wealth Management Group of Bernstein Global Wealth Management in New York. Current ...
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 ...
Making GRATs Great: Sophisticated Estate-Planning Strategies to Optimize Grantor Retained Annuity Trusts GRAT planning can be optimized by utilizing rolling GRATs, monitoring GRAT performance and ...
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