What is a Structured GRAT?A Structured GRAT implements a Grantor Retained Annuity Trust with a specialized portfolio of investment-grade notes. Utilizing this advanced strategy enables estate planning professionals to realize better outcomes for a wider variety of client assets.
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"Falling rates can help wealthy clients transfer more assets tax-free to heirs"
- Investment News 8/27/2019 |
Some Key Benefits
Our extensive analytics and backtesting drive better outcomesHigh Wealth Transfer Success Rates
Higher expected Residual Payouts Expands Qualified Pool of Clients |