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The Tax Magic of GRATs

What do Facebook’s Mark Zuckerberg, casino magnate Sheldon Adelson, and Lloyd Blankfein of Goldman Sachs, have in common?  They, along with hundreds of other highly compensated executives, have employed a Grantor Retained Annuity Trust, or GRAT to estate planners, to move wealth within the family at little or no gift tax cost.  According to a […]

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Ask An Estate Planner: The insolent son-in-law

DEAR ESTATE PLANNER:  I’m trying to decide upon the best way to set up an inheritance for my daughter.  She’s got a pretty good head for money, but I’m less confident about my son-in-law.  He’s got ideas that some might think ambitious, but I think they are flaky.  For some reason, he can’t seem to […]

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Video: What is a Fiduciary?

Speaker: Martin M. Shenkman, CPA, MBA, PFS, JD This information is brought to you by The NAEPC Foundation and LawEasy.com. © Law Made Easy Press LLC. All Rights Reserved.

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