Kristin Abati and Renat Lumpau on GRATs in Financial Advisor Magazine

Financial Advisor Magazine

 | January 2, 2014

 | Kristin Abati & Renat Lumpau

Kristin Abati and Renat Lumpau wrote “Wildly Successful GRATs” in Financial Advisor Magazine, a publication targeted to independent advisors that has 100,000 monthly readers.  They discuss the income tax implications of a grantor-retained annuity trust becoming “too successful,” and what factors advisors should consider when determining whether to include an income tax reimbursement provision in a GRAT. 

 

Thank you for reaching out to contact Choate. Before you send your message, we wanted to make sure you are aware of the following. Please do not send any confidential information in response to this link. Sending an e-mail to Choate does not give rise to an attorney-client relationship, and will not be deemed to disqualify Choate from undertaking any engagement for a current or future client.  Before any attorney-client engagement may be formed, Choate will need to check for possible conflicts of interest, you will need to consider whether you wish to retain Choate as counsel, and we will need to consider whether we wish to accept the potential engagement. In the meantime, Choate reserves the right to represent parties with interests adverse to you.

AcceptDecline