Grantor retained annuity trust

The Quorum Private Wealth guide to trusts

Trusts (or trust funds) are one of those financial planning terms that starts to feel diluted over time. People have a general sense of what trusts are, but many would

The term trust (or trust funds) is so broad it can often be misinterpreted, which means many people aren’t fully aprised of how trusts work or when they’re helpful.

How GRATs work

Grantor retained annuity trusts (GRATs) are a type of irrevocable trust designed to pass assets to beneficiaries in a tax-optimized way. These trusts pay an income (or annuity) to the

Grantor retained annuity trusts (GRATs) are a type of irrevocable trust that can help manage the tax impact of an IPO, the sale of a business, or a similar event.