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GRATs In Estate Planning Under Current Tax Law

On January 3, 2022 by Schnader

EVENT DATE: February 22, 2022

Erica Howard-Potter presented a Strafford CLE program on Tuesday, February 22, 2022, about “GRATs In Estate Planning Under Current Tax Law.”

This CLE course offered a comprehensive guide to structuring grantor retained annuity trusts (GRATs) under current tax law. The panel went beyond the basics to provide specific drafting tools to avoid potentially costly mistakes and maximize GRATs’ benefits. The panel discussed client circumstances that benefit most from GRATs, tax consequences, and opportunities and challenges in the current economy. The panel also discussed sample language for relevant clauses such as self-correcting features, asset substitution powers, term selection, and other critical components of a successful GRAT.


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