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. 


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