How to maximize Grantor-Retained Annuity Trusts (GRATs) using rolling GRATs, indexed GRATs, and more

Описание: In this video, Peter and Jeff discuss advanced strategies for Grantor-Retained Annuity Trusts (GRATs). They delve into the concept of rolling GRATs, highlighting the benefits of repeated short-term grants for maximizing beneficiary tax-free transfers. They also explore backloading payments to enhance growth and asset swaps to manage risks. The discussion concludes with the innovative strategy of indexed GRATs, which breaks up assets into separate trusts to capitalize on inherent volatility. Valur's platform simplifies these complex strategies, providing automated solutions for setup and management.

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00:00 Introduction to Rolling GRATs
01:46 Understanding Backloading
03:24 Exploring Asset Swaps
05:37 The Concept of Indexed GRATs
07:33 Conclusion and Final Thoughts