Discover how the latest in sophisticated estate planning is critical to making it work to a client's advantage. These benefits will help leverage your clients' gift and generation-skipping transfer tax exemptions.

A GRAT (Grantor Retained Annuity Trust) is technique used to move significant wealth out of a person's estate with no gift tax. It is considered a very safe technique because there is almost no gift tax risk despite the huge upside. Unlike a dynasty trust, a GRAT can only continue for one generation without an additional transfer tax. One potential strategy around this is to sell the remainder interest in the GRAT to a dynasty trust.

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