“Grantor Retained Annuity Trust (GRAT)” White Paper

Leveraging GRATs for Tax-Efficient Wealth Transfer

In this concise and informative 4-page white paper, nationally renowned tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) explores how a Grantor Retained Annuity Trust (GRAT) can be used to shift appreciating assets out of an estate with minimal gift tax impact. Ideal for high-net-worth clients, GRATs remain one of the most powerful estate planning tools available.