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Free Report: What Is a Grantor Retained Annuity Trust in New York

What Is a Grantor Retained Annuity Trust in New York

 

Now that we have set the stage, we can look at grantor retained annuity trusts. To implement this strategy, you intentionally fund the trust with assets that you would expect to appreciate considerably over the coming years. When you fund the trust, you are removing those assets from your estate for estate tax purposes. You name a beneficiary who would inherit anything that may remain in the trust after its term expires.

Topics covered in this report include:

  1. Transfer Taxes
  2. Grantor Retained Annuity Trusts

Click here to read the whole article or download the PDF.

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Mark S. Eghrari, Estate Planning Attorney
Mark S. Eghrari is an attorney in private practice in Smithtown, New York. He has been in practice since 1988. Mark S. Eghrari provides extensive estate and tax planning services to individuals and businesses. Mr. Eghrari’s primary focus is helping clients avoid probate, minimize or eliminate Federal and State Estate taxes and protect their assets from the high cost of nursing care, if they become ill.
Latest posts by Mark S. Eghrari, Estate Planning Attorney (see all)
  • Special Needs Planning and Medicaid Recovery - March 21, 2019
  • Have You Considered a Living Trust? - March 12, 2019
  • How Do You Qualify for Medicaid? - March 7, 2019

About Mark S. Eghrari, Estate Planning Attorney

Mark S. Eghrari is an attorney in private practice in Smithtown, New York. He has been in practice since 1988. Mark S. Eghrari provides extensive estate and tax planning services to individuals and businesses. Mr. Eghrari’s primary focus is helping clients avoid probate, minimize or eliminate Federal and State Estate taxes and protect their assets from the high cost of nursing care, if they become ill.

Previous Post: « Free Report: What Is the Five Year Medicaid Look-Back
Next Post: Have You Considered the Estate Administration Process? »

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