GRATs In Estate Planning Under Current Tax LawOn January 3, 2022 by Schnader
EVENT DATE: February 22, 2022
Erica Howard-Potter will present a Strafford CLE program on Tuesday, February 22, 2022, about “GRATs In Estate Planning Under Current Tax Law.”
This CLE course will offer a comprehensive guide to structuring grantor retained annuity trusts (GRATs) under current tax law. The panel will go beyond the basics to provide specific drafting tools to avoid potentially costly mistakes and maximize GRATs’ benefits. The panel will discuss client circumstances that benefit most from GRATs, tax consequences, and opportunities and challenges in the current economy. The panel will also discuss sample language for relevant clauses such as self-correcting features, asset substitution powers, term selection, and other critical components of a successful GRAT.