Open Webinar: Grantor Retained Annuity Trusts

When:  Feb 14, 2013 from 02:00 PM to 03:00 PM (ET)
Grantor Retained Annuity Trusts

The program will describe planning uses of the Grantor Retained Annuity Trust or GRAT, with particular focus on the use of multiple consecutive short-term trusts—so-called “rolling GRATs”.  The program will cover the basic estate tax and gift tax rules governing GRATs,  common situations and strategies, and the importance of term length and interest rate environment to the operation of the GRAT.  Current developments in the regulation of the strategy will be discussed, including proposals to reduce or eliminate many of the most important benefits.

Learning Objectives:
  • Understand the basic estate tax and gift tax rules governing GRATs
  • Understand the importance of term length and interest rate environment to the operation of the GRAT
  • Review current developments in the regulation of this strategy
IRS RTRP and EA CE is pending.
CFP Board CE is pending
NASBA CE is pending

REGISTRATION IS REQUIRED
REGISTER HERE

Location

Web & Audio Event: See Details Below
Web: http://aca.na5.acrobat.com/aca Phone: 1-800-691-0270 Passcode: 212809#

Contact

Joy Oyler
888-834-6333 ext 705
joyo@acaplanners.org

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