It can be difficult to market and sell such complex planning such as Grantor Retained Annuity Trusts (“GRATs”) to clients.  Whether you’re an attorney, financial advisor, CPA or life insurance agent, it’s helpful to know how to explain these concepts in plain-English in a way that your clients understand and will want to move forward with you.

This audio CD contains the recording of a 2012 interview with one of the nation’s leading estate planning and asset protection attorneys, Steven J. Oshins, J.D., AEP (Distinguished).  Through this entertaining interview, Steve role plays how he explains GRATs to the client, while also handling some of their toughest objections.