Now that we have set the stage, we can look at grantor retained annuity trusts. To implement this strategy, you intentionally fund the trust with assets that you would expect to appreciate considerably over the coming years. When you fund the trust, you are removing those assets from your estate for estate tax purposes. You name a beneficiary who would inherit anything that may remain in the trust after its term expires.
Topics covered in this report include:
- Transfer Taxes
- Grantor Retained Annuity Trusts
Click here to read the whole article or download the PDF.
Mark S. Eghrari is an attorney in private practice in Smithtown, New York. He has been in practice since 1988. Mark S. Eghrari provides extensive estate and tax planning services to individuals and businesses. Mr. Eghrari’s primary focus is helping clients avoid probate, minimize or eliminate Federal and State Estate taxes and protect their assets from the high cost of nursing care, if they become ill Read More!
Latest posts by Eghrari Law Firm (see all)
- All Wills Are Not the Same: Which Type Is Right for Your New York Estate Plan? - October 7, 2026
- What You Should Know About Creating a Special Needs Trust in New York - September 23, 2026
- Recognizing the Signs of Elder Abuse in New York - September 9, 2026
See Larger Map
Get Directions