Recent IRS Challenges to Grantor Retained Annuity Trusts (GRATs)
Estate Planning Council of Northern New Jersey
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Date & Time
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Location
Online
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Event Type
Webinar
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Kevin Matz will present at the Estate Planning Council of Northern New Jersey on October 18, 2023.
Conventional estate planning wisdom has been to treat grantor retained annuity trusts (GRATs) as riskless estate planning vehicles. This treatment may no longer be accurate due to two separate significant IRS challenges to GRATs in the context of ongoing merger negotiations which date back to 2019. Kevin will summarize these cases, and the lessons to be learned from them.
