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Author: Adam Silverman

Saving Estate Taxes with a Rolling Zeroed-Out GRAT Strategy

October 21, 2019 by in Trusts

GRATs can successfully transfer wealth to the next generation (an individual’s children) free of estate and gift taxes if the rate of return on the assets subject to the transfer exceed the Section 7520 Rate, a rate equal to 120% of the mid-term AFR (see my last post for an explanation on AFRs). The Section 7520 Rate for October 2019 is just 1.8%.

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