Sophisticated Wealth Transfer Techniques Using GRATs

Overview

Private client attorneys Lisa Presser and Brian Balduzzi hosted a webinar titled “Sophisticated Wealth Transfer Techniques Using GRATs” for the New Jersey Bar Association.

Presser and Balduzzi discussed grantor retained annuity trusts, or GRATs, including formation of GRAts, and best steps to considering if a GRAT might be an option for clients, individuals and small businesses.

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