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GRATs: A Financial Advisor's Perspective - Schuman

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John D. Schuman, JD, CFP®
Budros, Ruhlin & Roe, Inc.

GRATs: A Financial Advisor's Perspective

This session is not your typical GRAT session. Instead of focusing on the technical legal aspects of a Grantor Retained Annuity Trust (GRAT) (the drafting attorney’s focal point), we’ll focus on what the financial advisor needs to consider in the implementation, administration and management of a GRAT. Most attorneys hand off these responsibilities to the financial advisor and assume that the financial advisor is familiar with GRAT implementation, administration and management. Interestingly, many attorneys aren’t even aware of these responsibilities and complications or how to address them if a financial advisor seeks their assistance. More specifically, we’ll address the practical aspects of 1) reviewing a GRAT document to make the administration easier; 2) funding a GRAT properly so as to not trip over any technical legal requirements 3) how to make the annuity payments. We’ll then move on to key GRAT management strategies designed to maximize the potential benefits of GRATs. Lastly, we’ll discuss what strategies can be utilized in the event Congress eliminates the use of short term GRATs.

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