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