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Advanced Estate Planning Conference 2013


Care & Feeding of GRATs


Jul 16, 2013 4:40pm ‐ Jul 16, 2013 5:30pm

Description

Grantor Retained Annuity Trusts (GRATs) are one of the most popular estate planning techniques. While most practitioners do a good job of setting up and funding a GRAT, many do not follow up with the annual requirements of the trust.
During this session the follow topics will be covered:
• How GRATs work
• Annual tax return filing requirements
• Setting up payment schedules and follow up appointments
• Analyzing annual cash flows
• Determining which assets to distribute if cash flows are insufficient

Speaker(s):

  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP

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