The Facebook GRATs
Excitement ran rampant through the financial community with the recent initial public offering (IPO) of Facebook stock where it was offered at $38 a share. Although the biggest IPO in technology stock history is now the subject of several lawsuits with claims that sensitive financial information about Facebook was not properly disclosed to the public,.. read more →
Planning With A GRAT
An effective estate planning method for transferring assets to family members with little to no gift tax consequences may be achieved through the use of a Grantor Retained Annuity Trust (a “GRAT”). What is a GRAT? A GRAT is an irrevocable trust established by a grantor (the creator of the GRAT) in accordance with Internal.. read more →