The stars hav all aligned for wealthy or moderately wealthy families to consider a GRAT - Grantor Retained Annuity Trust.  If you have assets above $3.5 million doallrs, the timing is perfect for a GRAT.  Read more from the Wall Street Journal on the whys of doing a GRAT.

For more information on why or how contact David M. Frees III through one of his convenient Pennsylvania offices below.

David M. Frees III
610-933-8069
[email protected]