Long-Term Planning: A Guide to GRATs

Renat Lumpau and Jes Lambert, members of Choate’s Wealth Management Group, and Christine Wright, a portfolio manager at Choate Investment Advisors, discuss the compelling role that Grantor Retained Annuity Trusts (GRATs) can play in long-term planning, how they should be structured to maximize the planning benefits, and identify the investment strategies that make the most sense to use in a GRAT.