The GRAT on Steroids
Imagine an estate tax planning technique that involves nearly zero gift tax risk, but has an incredible upside. That’s the Grantor Retained Annuity Trust (GRAT).
Congress has already proposed a 10-Year Minimum Term for Grantor Retained Annuity Trusts (GRATs). This has created an urgency to set up GRATs sooner rather than later in case this Congressional proposal becomes law and makes GRATs less desirable for older clients.
However, the perceived problem with the GRAT is it can’t be designed to take advantage of generation-skipping. Now, there’s finally a way to do it.
That's the GRAT remainder sale to a Dynasty Trust. If you meet with high-net-worth clients and prospects, you'll definitely want to know more about this - - whether you recommend or draft GRATs, or review those proposed or drafted by others.
Join us and nationally renowned estate planning and asset protection attorney Steve Oshins for a plain-English, straightforward presentation entitled, "The Dynasty GRAT: Using a GRAT Remainder Sale to Create a Generation-Skipping GRAT".
On this 90-minute program, you'll learn how to...
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Create the functional equivalent of a "Dynasty" GRAT
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Break down the two legs of the transaction in an easily understandable manner
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Design the GRAT remainder sale to minimize gift tax risk to about zero
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Explain to clients why this is an attractive low-risk / high-reward transaction
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Recognize the right client for the GRAT remainder sale technique
PROGRAM DETAILS:
Title: The Dynasty GRAT: Using a GRAT Remainder Sale to Create a Generation-Skipping GRAT
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Steven J. Oshins, Esq., AEP (Distinguished)
Registration Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh and Steven J. Oshins, Esq. are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh and Steven J. Oshins, Esq. |